Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SOUTHLAND EQUITY PARTNERS LLC | 04-12-2024 | 03-31-2024 | 215 | 356,230,991 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WISDOMTREE TR | US SMALLCAP DIVD | 151 | $317,088 | 9,703 | 0.00 | 0.00 | -205 | -2.07 | 03-31-2024 |
| UNITED PARCEL SERVICE INC | CL B | 152 | $315,855 | 2,125 | 0.00 | 0.00 | 394 | 22.76 | 03-31-2024 |
| FIRST TR EXCHANGE-TRADED FD | FIRST TR ENH NEW | 153 | $311,693 | 5,228 | 0.00 | 0.00 | -187 | -3.45 | 03-31-2024 |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 154 | $306,576 | 551 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
