Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ARCHER INVESTMENT CORP | 05-08-2024 | 03-31-2024 | 1175 | 332,618,251 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INTUIT INC | COM | 1051 | $18,200 | 28 | 0.00 | 28 | +Inf | 03-31-2024 | |
| POOL CORP | Stock | Liquidated | $0 | 0 | 0.00 | 50 | +Inf | 03-31-2024 | |
| ISHARES MORNINGSTAR ETF MID CAP | ETF | 1053 | $17,771 | 244 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| WASTE MGMT INC DEL | COM | 1054 | $17,691 | 83 | 0.00 | 83 | +Inf | 03-31-2024 |
