Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FOCUS FINANCIAL NETWORK INC /ADV | 02-12-2024 | 12-31-2023 | 710 | 2,660,883,726 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | 151 | $3,203,996 | 8,501 | 0.00 | 8,501 | +Inf | 12-31-2023 | |
| ALTRIA GROUP INC | COM | 152 | $3,185,396 | 77,132 | 0.00 | 77,132 | +Inf | 12-31-2023 | |
| PFIZER INC | COM | 153 | $3,179,786 | 110,447 | 0.00 | 110,447 | +Inf | 12-31-2023 | |
| FIRST TR NASDAQ 100 TECH IND | SHS | 154 | $3,169,691 | 18,064 | 0.00 | 18,064 | +Inf | 12-31-2023 |
