Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FOUNDERS FINANCIAL SECURITIES LLC | 04-04-2024 | 03-31-2024 | 385 | 953,146,681 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NETFLIX INC | COM | 151 | $1,492,210 | 2,457 | 0.00 | 0.00 | 64 | 2.67 | 03-31-2024 |
| ISHARES TR | MSCI EAFE MIN VL | Liquidated | $0 | 0 | 0.00 | 0.00 | 2,001 | 9.60 | 12-31-2023 |
| ORACLE CORP | COM | 153 | $1,478,178 | 11,768 | 0.00 | 0.00 | 1,210 | 11.46 | 03-31-2024 |
| AMGEN INC | COM | 154 | $1,455,743 | 5,120 | 0.00 | 0.00 | -141 | -2.68 | 03-31-2024 |
