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 |
|---|---|---|---|---|---|---|---|---|---|
| ADVANCED ENERGY INDS INC | COM | 1101 | $15,297 | 150 | 0.00 | 150 | +Inf | 03-31-2024 | |
| TRANSDIGM GROUP INC | Stock | Liquidated | $0 | 0 | 0.00 | 18 | +Inf | 03-31-2024 | |
| CHARLES SCHWAB 5.950perPFD SER D PERP MTY NON CUM CALL 6/01/21 @25 | Preferred | 1103 | $15,156 | 600 | 0.00 | 600 | +Inf | 03-31-2024 | |
| SCHWAB STRATEGIC TR ETF INTL EQUITY ETF | ETF | 1104 | $15,062 | 386 | 0.00 | 0.00 | 254 | 192.42 | 03-31-2024 |
