Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STONEBRIDGE FINANCIAL PLANNING GROUP LLC | 05-10-2022 | 03-31-2022 | 110 | 178,636,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCH TRADED FD TR II | PFD ETF | 151 | $480,000 | 35,406 | 0.27 | 35,406 | +Inf | 03-31-2022 | |
| JOHNSON & JOHNSON | COM | 152 | $435,000 | 2,453 | 0.24 | 2,453 | +Inf | 03-31-2022 | |
| EATON VANCE TAX ADVT DIV INC | COM | 153 | $426,000 | 14,704 | 0.24 | 14,704 | +Inf | 03-31-2022 | |
| FIRST TR VALUE LINE DIVID IN | SHS | 154 | $415,000 | 9,815 | 0.23 | 9,815 | +Inf | 03-31-2022 |
