Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| INVESTMENT ADVISORY GROUP LLC | 04-29-2024 | 03-31-2024 | 158 | 241,866,003 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VMWARE INC | CL A COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -457 | -15.91 | 12-31-2023 |
| ISHARES TR | U.S. FIXED INCME | Liquidated | $0 | 0 | 0.00 | 0.00 | -617 | -12.56 | 03-31-2024 |
| AMERICAN CENTY ETF TR | DIVERSIFID CRP | 103 | $367,926 | 7,950 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ADVANCED MICRO DEVICES INC | COM | 104 | $365,492 | 2,025 | 0.00 | 0.00 | 13 | 0.65 | 03-31-2024 |
