Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AUSDAL FINANCIAL PARTNERS INC | 04-12-2024 | 03-31-2024 | 469 | 861,322,683 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE DIV GRWTH | 151 | $1,580,922 | 27,229 | 0.00 | 0.00 | -947 | -3.36 | 03-31-2024 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 152 | $1,576,714 | 27,250 | 0.00 | 0.00 | 1,801 | 7.08 | 03-31-2024 |
| VANGUARD WORLD FD | CONSUM DIS ETF | 153 | $1,556,694 | 4,899 | 0.00 | 0.00 | -24 | -0.49 | 03-31-2024 |
| PROCTER AND GAMBLE CO | COM | 154 | $1,547,755 | 9,539 | 0.00 | 0.00 | 65 | 0.69 | 03-31-2024 |
