Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MGO ONE SEVEN LLC | 02-14-2024 | 12-31-2023 | 900 | 1,743,794,623 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NATIONAL HEALTH INVS INC | COM | 1051 | $227,589 | 4,075 | 0.00 | 0.00 | -2,000 | -32.92 | 12-31-2023 |
| NUVEEN AMT FREE QLTY MUN INC | COM | 1052 | $226,941 | 20,631 | 0.00 | 0.00 | -5,145 | -19.96 | 12-31-2023 |
| ENPHASE ENERGY INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 236 | 21.13 | 12-31-2023 |
| VANGUARD WORLD FDS | FINANCIALS ETF | 1054 | $226,222 | 2,452 | 0.00 | 2,452 | +Inf | 12-31-2023 |
