Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| NATIONS FINANCIAL GROUP INC /IA/ /ADV | 04-23-2024 | 03-31-2024 | 621 | 1,187,635,473 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES 7-10 YEAR TREASURY BOND ETF | ETF | 101 | $3,009,575 | 31,793 | 0.00 | 0.00 | 7,055 | 28.52 | 03-31-2024 |
| SPROTT URANIUM MINERS ETF | ETF | 102 | $2,979,334 | 60,445 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| NEXTERA ENERGY INC COM | Stock | 103 | $2,957,382 | 46,274 | 0.00 | 0.00 | -765 | -1.63 | 03-31-2024 |
| HEALTH CARE SELECT SECTOR SPDR FUND | ETF | 104 | $2,956,030 | 20,009 | 0.00 | 0.00 | -250 | -1.23 | 03-31-2024 |
