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 |
|---|---|---|---|---|---|---|---|---|---|
| FIDELITY COVINGTON TRUST | NEW MILLENNIUM | 651 | $212,257 | 5,084 | 0.00 | 5,084 | +Inf | 03-31-2024 | |
| MOTOROLA SOLUTIONS INC | COM NEW | 652 | $209,588 | 590 | 0.00 | 590 | +Inf | 03-31-2024 | |
| CITIGROUP INC | COM NEW | 653 | $209,326 | 3,310 | 0.00 | 3,310 | +Inf | 03-31-2024 | |
| INDEXIQ ACTIVE ETF TR | IQ MACKAY INTRME | 654 | $205,920 | 8,443 | 0.00 | 0.00 | 74 | 0.88 | 03-31-2024 |
