Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GPS WEALTH STRATEGIES GROUP LLC | 04-30-2024 | 03-31-2024 | 1248 | 617,432,266 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| GRACO INC | Common Stock | 1001 | $11,496 | 123 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| DYNE THERAPEUTICS | Common Stock | 1002 | $11,356 | 400 | 0.00 | 400 | +Inf | 03-31-2024 | |
| VICTORY VICTORYSHARES | MF Closed and MF Open | Liquidated | $0 | 0 | 0.00 | 432 | +Inf | 12-31-2023 | |
| TANDEM DIABETES | Common Stock | 1004 | $11,296 | 319 | 0.00 | 0.00 | -50 | -13.55 | 03-31-2024 |
