Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MONEY CONCEPTS CAPITAL CORP | 05-01-2024 | 03-31-2024 | 379 | 1,084,450,930 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AMGEN INC | COM | 151 | $2,607,913 | 9,172 | 0.00 | 0.00 | 323 | 3.65 | 03-31-2024 |
| ISHARES TR | U.S. REAL ES ETF | 152 | $2,579,681 | 28,695 | 0.00 | 28,695 | +Inf | 03-31-2024 | |
| ISHARES TR | RUS TP200 GR ETF | 153 | $2,576,634 | 13,207 | 0.00 | 0.00 | -1,282 | -8.85 | 03-31-2024 |
| SPDR SER TR | PRTFLO S&P500 VL | 154 | $2,558,769 | 51,073 | 0.00 | 0.00 | 35,244 | 222.65 | 03-31-2024 |
