Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CFO4LIFE LP | 01-11-2023 | 12-31-2022 | 176 | 470,503,453 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BLACKROCK ENHANCD CAP & INM | COM | 101 | $529,094 | 30,905 | 0.00 | 30,905 | +Inf | 12-31-2022 | |
| MCDONALDS CORP | COM | 102 | $496,252 | 1,883 | 0.00 | 1,883 | +Inf | 12-31-2022 | |
| MAGELLAN MIDSTREAM PRTNRS LP | COM UNIT RP LP | 103 | $493,807 | 9,835 | 0.00 | 9,835 | +Inf | 12-31-2022 | |
| ISHARES TR | CORE HIGH DV ETF | 104 | $491,628 | 4,716 | 0.00 | 4,716 | +Inf | 12-31-2022 |
