Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| UNITED CAPITAL MANAGEMENT OF KS INC | 04-19-2024 | 03-31-2024 | 80 | 436,727,281 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PROSHARES TR | S&P 500 DV ARIST | 101 | $540,541 | 5,330 | 0.00 | 0.00 | -859 | -13.88 | 03-31-2024 |
| NETFLIX INC | COM | 102 | $512,587 | 844 | 0.00 | 0.00 | -109 | -11.44 | 03-31-2024 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 103 | $488,644 | 1,162 | 0.00 | 0.00 | 48 | 4.31 | 03-31-2024 |
| FIRST TR EXCHANGE-TRADED FD | FIRST TR ENH NEW | 104 | $442,097 | 7,415 | 0.00 | 0.00 | 908 | 13.95 | 03-31-2024 |
