Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SNS FINANCIAL GROUP LLC | 04-22-2024 | 03-31-2024 | 288 | 911,807,533 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCHANGE-TRADED FD | DORSEY WRT 5 ETF | 101 | $1,008,736 | 17,626 | 0.00 | 0.00 | -1,386 | -7.29 | 03-31-2024 |
| UNITED PARCEL SERVICE INC | CL B | 102 | $1,006,226 | 6,770 | 0.00 | 0.00 | 12 | 0.18 | 03-31-2024 |
| ISHARES TR | ESG AWR MSCI USA | 103 | $1,005,900 | 8,750 | 0.00 | 0.00 | 179 | 2.09 | 03-31-2024 |
| POLARIS INC | COM | 104 | $917,100 | 9,160 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
