Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MUTUAL ADVISORS LLC | 05-02-2024 | 03-31-2024 | 1085 | 3,118,083,987 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCHNG TRADED FD VI | FT CBOE VEST US | Liquidated | $0 | 0 | 0.00 | 0.00 | -8,700 | -6.07 | 03-31-2024 |
| RTX CORPORATION | COM | 152 | $4,707,269 | 48,265 | 0.00 | 0.00 | 7,978 | 19.80 | 03-31-2024 |
| PEPSICO INC | COM | 153 | $4,698,392 | 26,846 | 0.00 | 0.00 | 3,468 | 14.83 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 154 | $4,667,324 | 75,207 | 0.00 | 0.00 | -1,259 | -1.65 | 03-31-2024 |
