Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| VALLEY NATIONAL ADVISERS INC | 04-19-2024 | 03-31-2024 | 1306 | 661,665,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | TIPS BD ETF | 1202 | $2,000 | 25 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SMITH & NEPHEW PLC | SPDN ADR NEW | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| PROSHARES TR | S&P MDCP 400 DIV | 1204 | $2,000 | 32 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
