Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEALTHSOURCE PARTNERS LLC | 05-15-2023 | 03-31-2023 | 494 | 1,478,659,153 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| KRANESHARES TR | QUADRATIC DEFLA | 151 | $1,729,554 | 109,258 | 0.00 | 109,258 | +Inf | 03-31-2023 | |
| ISHARES TR | ISHS 1-5YR INVS | 152 | $1,723,414 | 34,100 | 0.00 | 0.18 | -2,801 | -7.59 | 03-31-2023 |
| ORACLE CORP | COM | 153 | $1,686,079 | 18,145 | 0.00 | 0.20 | -8,391 | -31.62 | 03-31-2023 |
| ISHARES TR | CORE S&P MCP ETF | 154 | $1,670,039 | 6,676 | 0.00 | 0.14 | 420 | 6.71 | 03-31-2023 |
