Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MADISON WEALTH PARTNERS INC | 04-29-2024 | 03-31-2024 | 124 | 276,450,117 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | RUS 1000 ETF | 101 | $299,965 | 1,041 | 0.00 | 0.00 | 117 | 12.66 | 03-31-2024 |
| MCDONALDS CORP | COM | 102 | $297,457 | 1,055 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| NIKE INC | CL B | 103 | $296,601 | 3,156 | 0.00 | 0.00 | -47 | -1.47 | 03-31-2024 |
| FIDELITY COVINGTON TRUST | ENHANCED INTL | 104 | $293,494 | 10,280 | 0.00 | 10,280 | +Inf | 03-31-2024 |
