Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BENCHMARK INVESTMENT ADVISORS LLC | 05-15-2024 | 03-31-2024 | 90 | 126,723,151 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INNOVATOR ETFS TR | DEFINED WLT SHLD | Liquidated | $0 | 0 | 0.00 | 33,602 | +Inf | 03-31-2024 | |
| INNOVATOR ETFS TR | US SML CP PWR B | Liquidated | $0 | 0 | 0.00 | 27,798 | +Inf | 03-31-2024 | |
| INNOVATOR ETFS TR | US EQTY PWR BUF | Liquidated | $0 | 0 | 0.00 | 26,809 | +Inf | 03-31-2024 | |
| FORTINET INC | COM | 154 | $937,418 | 13,723 | 0.00 | 0.00 | -23,465 | -63.10 | 03-31-2024 |
