Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| UNIONVIEW LLC | 04-29-2024 | 03-31-2024 | 92 | 120,867,838 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | COM | 1 | $12,428,211 | 29,540 | 0.01 | 0.01 | -630 | -2.09 | 03-31-2024 |
| ISHARES TR | RUS 1000 GRW ETF | 2 | $7,967,708 | 23,640 | 0.01 | 0.01 | 380 | 1.63 | 03-31-2024 |
| FIRST TR VALUE LINE DIVID IN | SHS | 3 | $7,782,442 | 184,287 | 0.01 | 0.01 | -176,203 | -48.88 | 03-31-2024 |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 4 | $7,660,882 | 13,769 | 0.01 | 0.01 | 32 | 0.23 | 03-31-2024 |
