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 |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 1001 | $404,487 | 9,433 | 0.00 | 9,433 | +Inf | 03-31-2024 | |
| ALASKA AIR GROUP INC | COM | 1002 | $403,375 | 9,383 | 0.00 | 0.00 | -1,873 | -16.64 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | Liquidated | $0 | 0 | 0.00 | 0.00 | -155 | -0.89 | 12-31-2023 |
| FIRST TR EXCH TRD ALPHDX FD | EM SML CP ALPH | 1004 | $401,539 | 10,373 | 0.00 | 0.00 | -4,117 | -28.41 | 03-31-2024 |
