Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AURORA PRIVATE WEALTH INC | 04-22-2024 | 03-31-2024 | 153 | 115,677,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| GRANITESHARES ETF TR | HIPS US HIGH INC | 101 | $606,000 | 47,445 | 0.52 | 0.53 | 2,068 | 4.56 | 03-31-2024 |
| ABBVIE INC | COM | 102 | $591,000 | 3,257 | 0.51 | 0.47 | 13 | 0.40 | 03-31-2024 |
| ISHARES TR | 20 YR TR BD ETF | 103 | $577,000 | 6,128 | 0.50 | 0.57 | -29 | -0.47 | 03-31-2024 |
| ISHARES TR | MSCI KLD400 SOC | 104 | $572,000 | 5,678 | 0.49 | 0.49 | 14 | 0.25 | 03-31-2024 |
