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 |
|---|---|---|---|---|---|---|---|---|---|
| PIMCO ETF TR | ACTIVE BD ETF | 51 | $8,088,469 | 88,052 | 0.00 | 0.00 | 13,965 | 18.85 | 03-31-2024 |
| JOHNSON & JOHNSON | COM | 52 | $7,884,824 | 49,844 | 0.00 | 0.00 | 2,968 | 6.33 | 03-31-2024 |
| VERIZON COMMUNICATIONS INC | COM | 53 | $7,625,845 | 181,741 | 0.00 | 0.00 | -4,768 | -2.56 | 03-31-2024 |
| PRUDENTIAL FINL INC | COM | 54 | $7,567,478 | 64,459 | 0.00 | 0.00 | -1,568 | -2.37 | 03-31-2024 |
