Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AUSDAL FINANCIAL PARTNERS INC | 04-12-2024 | 03-31-2024 | 469 | 861,322,683 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | NUVEEN BLOOMBERG | 201 | $1,138,205 | 44,305 | 0.00 | 0.00 | -8,658 | -16.35 | 03-31-2024 |
| QUALCOMM INC | COM | 202 | $1,135,389 | 6,706 | 0.00 | 0.00 | -208 | -3.01 | 03-31-2024 |
| SPDR SER TR | S&P OILGAS EXP | 203 | $1,124,832 | 7,260 | 0.00 | 0.00 | 136 | 1.91 | 03-31-2024 |
| MERCK & CO INC | COM | 204 | $1,116,448 | 8,461 | 0.00 | 0.00 | -485 | -5.42 | 03-31-2024 |
