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 |
|---|---|---|---|---|---|---|---|---|---|
| NUVEEN CALIFORNIA AMT QLT MU | COM | 1601 | $169,906 | 13,984 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| BAYTEX ENERGY CORP | COM | 1602 | $167,501 | 46,143 | 0.00 | 0.00 | -33,371 | -41.97 | 03-31-2024 |
| EATON VANCE NATL MUN OPPORT | COM SHS | 1603 | $165,900 | 10,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| PROSHARES TR | ULSHRT UTILS NEW | Liquidated | $0 | 0 | 0.00 | 10,900 | +Inf | 12-31-2023 |
