Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CONSOLIDATED PLANNING CORP | 05-02-2024 | 03-31-2024 | 182 | 584,809,804 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SOUTHERN CO | COM | 101 | $1,576,379 | 21,973 | 0.00 | 0.00 | -620 | -2.74 | 03-31-2024 |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 102 | $1,504,983 | 27,747 | 0.00 | 27,747 | +Inf | 03-31-2024 | |
| FIDELITY COVINGTON TRUST | HIGH DIVID ETF | 103 | $1,318,974 | 29,110 | 0.00 | 0.00 | -11,150 | -27.69 | 03-31-2024 |
| HUBBELL INC | COM | 104 | $1,318,913 | 3,178 | 0.00 | 0.00 | 471 | 17.40 | 03-31-2024 |
