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 |
|---|---|---|---|---|---|---|---|---|---|
| SOUTHWEST AIRLS CO | COM | 451 | $382,289 | 13,097 | 0.00 | 0.00 | -955 | -6.80 | 03-31-2024 |
| GLOBAL X FDS | NASDAQ 100 COVER | 452 | $381,073 | 21,277 | 0.00 | 0.00 | 297 | 1.42 | 03-31-2024 |
| COMCAST CORP NEW | CL A | 453 | $378,860 | 8,740 | 0.00 | 0.00 | -214 | -2.39 | 03-31-2024 |
| DEERE & CO | COM | 454 | $374,940 | 913 | 0.00 | 0.00 | -50 | -5.19 | 03-31-2024 |
