Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BOSS RETIREMENT ADVISORS LLC | 01-08-2024 | 12-31-2023 | 225 | 440,869,115 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| GLOBAL X FDS | GLOBX SUPDV US | 151 | $1,254,328 | 77,452 | 0.00 | 0.00 | -1,525 | -1.93 | 12-31-2023 |
| SPDR INDEX SHS FDS | S&P EM MKT DIV | 152 | $1,250,795 | 42,007 | 0.00 | 0.00 | -860 | -2.01 | 12-31-2023 |
| FIRST TR EXCHANGE TRADED FD | DJ GLBL DIVID | 153 | $1,249,693 | 60,635 | 0.00 | 0.00 | -1,210 | -1.96 | 12-31-2023 |
| PFIZER INC | COM | 154 | $1,239,306 | 37,361 | 0.00 | 0.00 | -3,816 | -9.27 | 12-31-2023 |
