Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| VISIONARY WEALTH ADVISORS | 05-15-2024 | 03-31-2024 | 483 | 1,481,441,723 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | S&P 100 EQL WIGH | 401 | $477,290 | 5,030 | 0.00 | 0.00 | -143 | -2.76 | 03-31-2024 |
| PALANTIR TECHNOLOGIES INC | CL A | 402 | $470,232 | 20,436 | 0.00 | 0.00 | 6,512 | 46.77 | 03-31-2024 |
| RAYMOND JAMES FINL INC | COM | 403 | $469,659 | 3,657 | 0.00 | 0.00 | 1 | 0.03 | 03-31-2024 |
| INNOVATOR ETFS TR | US EQTY PWR BUF | 404 | $466,698 | 12,288 | 0.00 | 0.00 | -871 | -6.62 | 03-31-2024 |
