Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ADVISORNET FINANCIAL INC | 04-12-2024 | 03-31-2024 | 2046 | 1,040,011,309 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ALLIANZIM U.S. LARGE CAP BUFFER10 DEC ETF | ETF | 1151 | $34,945 | 1,160 | 0.00 | 0.00 | 5 | 0.43 | 03-31-2024 |
| SUNCOR ENERGY COM NPV ISIN CA8672291066 SEDOL 2861142EXCHANGED FOR ONE SHAR | Stock | 1152 | $34,880 | 945 | 0.00 | 0.00 | -776 | -45.09 | 03-31-2024 |
| FRANKLIN U.S. LOW VOLATILITY HIGH DIVIDEND INDEX ETF | ETF | 1153 | $34,777 | 944 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SPDR HIGH YIELD BOND ETF | ETF | 1154 | $34,653 | 364 | 0.00 | 0.00 | -5,716 | -94.01 | 03-31-2024 |
