Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LVZ INC | 04-12-2024 | 03-31-2024 | 144 | 735,350,783 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 101 | $526,873 | 9,106 | 0.00 | 0.00 | -2,385 | -20.76 | 03-31-2024 |
| NVIDIA CORPORATION | COM | 102 | $511,415 | 566 | 0.00 | 0.00 | -9 | -1.57 | 03-31-2024 |
| FIRST TR EXCH TRADED FD III | PFD SECS INC ETF | 103 | $507,822 | 29,320 | 0.00 | 0.00 | -8,882 | -23.25 | 03-31-2024 |
| HANCOCK WHITNEY CORPORATION | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 930 | 10.05 | 03-31-2024 |
