Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FOUNDERS FINANCIAL SECURITIES LLC | 04-04-2024 | 03-31-2024 | 385 | 953,146,681 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | PRTFLO S&P500 GW | 1 | $44,379,154 | 606,687 | 0.00 | 0.01 | -178,953 | -22.78 | 03-31-2024 |
| SPDR SER TR | PRTFLO S&P500 VL | 2 | $34,973,958 | 698,083 | 0.00 | 0.00 | -190,853 | -21.47 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 3 | $33,660,280 | 417,466 | 0.00 | 0.00 | -64,256 | -13.34 | 03-31-2024 |
| INVESCO QQQ TR | UNIT SER 1 | 4 | $24,744,608 | 55,730 | 0.00 | 0.00 | 5,661 | 11.31 | 03-31-2024 |
