Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| VALMARK ADVISERS INC | 02-02-2024 | 12-31-2023 | 495 | 5,342,452,538 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | 151 | $2,394,426 | 17,141 | 0.00 | 0.03 | 16,589 | 3005.25 | 12-31-2023 |
| FIRST TR EXCHNG TRADED FD VI | CBOE VEST US EQ | 152 | $2,390,609 | 89,974 | 0.00 | 89,974 | +Inf | 12-31-2023 | |
| ILLINOIS TOOL WKS INC | COM | 153 | $2,368,461 | 9,042 | 0.00 | 0.04 | -525 | -5.49 | 12-31-2023 |
| WALMART INC | COM | 154 | $2,367,993 | 15,021 | 0.00 | 0.04 | 1,035 | 7.40 | 12-31-2023 |
