Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MUTUAL ADVISORS LLC | 05-02-2024 | 03-31-2024 | 1085 | 3,118,083,987 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INNOVATOR ETFS TRUST | LADERD ALCTN PWR | 101 | $6,772,065 | 162,244 | 0.00 | 0.00 | 90,351 | 125.67 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 42,184 | 59.69 | 03-31-2024 |
| FIRST TR EXCHNG TRADED FD VI | VEST US EQT DEP | Liquidated | $0 | 0 | 0.00 | 0.00 | 1,924 | 1.05 | 03-31-2024 |
| ISHARES TR | 7-10 YR TRSY BD | 104 | $6,600,913 | 69,733 | 0.00 | 0.00 | 12,771 | 22.42 | 03-31-2024 |
