Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GPS WEALTH STRATEGIES GROUP LLC | 04-30-2024 | 03-31-2024 | 1248 | 617,432,266 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN TOWER | Common Stock | 151 | $515,122 | 2,607 | 0.00 | 0.00 | -349 | -11.81 | 03-31-2024 |
| VANGUARD TOTAL | MF Closed and MF Open | 152 | $512,575 | 7,057 | 0.00 | 0.00 | 1,423 | 25.26 | 03-31-2024 |
| ISHARES U S | MF Closed and MF Open | 153 | $503,795 | 8,599 | 0.00 | 0.00 | -174 | -1.98 | 03-31-2024 |
| CALAMOS STRATEGIC | MF Closed and MF Open | 154 | $499,535 | 30,515 | 0.00 | 0.00 | 350 | 1.16 | 03-31-2024 |
