Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CONSOLIDATED PLANNING CORP | 05-02-2024 | 03-31-2024 | 182 | 584,809,804 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | 20 YR TR BD ETF | 1 | $35,113,821 | 371,104 | 0.01 | 0.00 | 346,398 | 1402.08 | 03-31-2024 |
| T ROWE PRICE ETF INC | CAP APPRECIATION | 2 | $32,946,135 | 1,089,849 | 0.01 | 1,089,849 | +Inf | 03-31-2024 | |
| CAPITAL GROUP INTL FOCUS EQT | SHS CREATION UNI | 3 | $29,825,697 | 1,156,932 | 0.01 | 0.01 | 90,193 | 8.46 | 03-31-2024 |
| AMPLIFY ETF TR | CWP ENHANCED DIV | 4 | $24,465,734 | 629,263 | 0.00 | 0.01 | -455,170 | -41.97 | 03-31-2024 |
