Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CFO4LIFE GROUP LLC | 01-23-2024 | 12-31-2023 | 183 | 523,734,983 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MCDONALDS CORP | COM | 151 | $554,769 | 1,871 | 0.00 | 0.00 | -287 | -13.30 | 12-31-2023 |
| FIRST TR EXCH TRADED FD III | MUNI HI INCM ETF | 152 | $551,658 | 11,570 | 0.00 | 11,570 | +Inf | 12-31-2023 | |
| CARRIER GLOBAL CORPORATION | COM | 153 | $517,173 | 9,002 | 0.00 | 0.00 | -1,789 | -16.58 | 12-31-2023 |
| ISHARES TR | CORE MSCI EAFE | 154 | $503,434 | 7,156 | 0.00 | 0.00 | 457 | 6.82 | 12-31-2023 |
