Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ADVOCACY WEALTH MANAGEMENT SERVICES LLC | 04-15-2024 | 03-31-2024 | 54 | 1,163,247,540 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | NATIONAL MUN ETF | 101 | $332,054 | 3,086 | 0.00 | 0.00 | 408 | 15.24 | 03-31-2024 |
| INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | 102 | $298,958 | 4,948 | 0.00 | 0.00 | -278 | -5.32 | 03-31-2024 |
| SPDR SER TR | PORTFOLIO SH TSR | 103 | $257,937 | 8,919 | 0.00 | 0.00 | -6,557 | -42.37 | 03-31-2024 |
