Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PSI ADVISORS LLC | 04-24-2024 | 03-31-2024 | 1623 | 276,746,916 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD MATERIALS | MF Closed and MF Open | 1001 | $6,133 | 30 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| NEWTEKONE INC | MF Closed and MF Open | 1002 | $6,050 | 550 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES ESG | MF Closed and MF Open | 1003 | $6,033 | 52 | 0.00 | 0.00 | -1 | -1.89 | 03-31-2024 |
| FIRST TRUST | MF Closed and MF Open | 1004 | $5,945 | 75 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
