Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MONECO ADVISORS LLC | 04-25-2024 | 03-31-2024 | 404 | 617,630,883 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WISDOMTREE TR | US QTLY DIV GRT | 151 | $1,054,886 | 13,845 | 0.00 | 0.35 | 1,121 | 8.81 | 03-31-2024 |
| ISHARES TR | RUS MD CP GR ETF | 152 | $1,047,216 | 9,175 | 0.00 | 0.20 | 5,356 | 140.25 | 03-31-2024 |
| PHILLIPS 66 | COM | 153 | $1,035,913 | 6,342 | 0.00 | 6,342 | +Inf | 03-31-2024 | |
| INVESCO EXCH TRD SLF IDX FD | INVSCO BLSH 26 | 154 | $1,028,758 | 44,381 | 0.00 | 44,381 | +Inf | 03-31-2024 |
