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 |
|---|---|---|---|---|---|---|---|---|---|
| VULCAN MATLS CO COM | Stock | 1251 | $27,292 | 100 | 0.00 | 0.00 | -11 | -9.91 | 03-31-2024 |
| SUN LIFE FINANCIAL INC. COM | Stock | 1252 | $27,290 | 500 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SPDR DOW JONES REIT ETF | ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - SEPTEMBER | ETF | 1254 | $27,039 | 993 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
