Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FIRST HEARTLAND CONSULTANTS INC | 02-05-2024 | 12-31-2023 | 356 | 829,258,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCHANGE TRADED FD TR | NATL AMT MUNI | 101 | $2,910,000 | 120,337 | 0.35 | 0.30 | 14,648 | 13.86 | 12-31-2023 |
| VANGUARD BD INDEX FDS | LONG TERM BOND | 102 | $2,880,000 | 38,614 | 0.35 | 0.32 | 625 | 1.65 | 12-31-2023 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 103 | $2,872,000 | 6,575 | 0.35 | 0.32 | 55 | 0.84 | 12-31-2023 |
| FIRST TR EXCHANGE TRADED FD | DORSEY WRT 5 ETF | 104 | $2,851,000 | 55,300 | 0.34 | 0.31 | 0 | 0.00 | 12-31-2023 |
