Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KEY FINANCIAL INC | 05-01-2024 | 03-31-2024 | 1307 | 365,854,463 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCH TRADED FD TR II | S&P SMLCP STAP | 1251 | $3,457 | 90 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| FIRST TR EXCHANGE-TRADED FD | NASDQ FOD BVRG | 1252 | $3,445 | 142 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| TRACTOR SUPPLY CO | COM | 1253 | $3,440 | 16 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ADMA BIOLOGICS INC | COM | 1254 | $3,390 | 750 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
