Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GPS WEALTH STRATEGIES GROUP LLC | 04-30-2024 | 03-31-2024 | 1248 | 617,432,266 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES U S | MF Closed and MF Open | 1101 | $8,730 | 124 | 0.00 | 0.00 | 93 | 300.00 | 03-31-2024 |
| AMERICAN WATER | Common Stock | 1102 | $8,701 | 71 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANGUARD LARGE | MF Closed and MF Open | 1103 | $8,631 | 36 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| AMERICAN CENTURY | MF Closed and MF Open | 1104 | $8,494 | 100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
