Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AUSDAL FINANCIAL PARTNERS INC | 04-12-2024 | 03-31-2024 | 469 | 861,322,683 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| META PLATFORMS INC | CL A | 101 | $2,591,428 | 5,337 | 0.00 | 0.00 | -85 | -1.57 | 03-31-2024 |
| ELI LILLY & CO | COM | 102 | $2,549,057 | 3,277 | 0.00 | 0.00 | 29 | 0.89 | 03-31-2024 |
| ISHARES TR | PFD AND INCM SEC | 103 | $2,520,559 | 78,205 | 0.00 | 78,205 | +Inf | 03-31-2024 | |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 104 | $2,486,641 | 82,285 | 0.00 | 0.00 | 10,011 | 13.85 | 03-31-2024 |
