Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CERTIFIED ADVISORY CORP | 02-09-2024 | 12-31-2023 | 264 | 659,230,293 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE ETF | ETF | 201 | $462,028 | 8,751 | 0.00 | 0.00 | 3,581 | 69.26 | 12-31-2023 |
| ALLIANZIM U.S. LARGE CAP BUFFER20 OCT ETF | ETF | 202 | $449,049 | 13,724 | 0.00 | 13,724 | +Inf | 12-31-2023 | |
| S & P MID CAP 400 DEP RCPTS MID CAP | ETF | 203 | $444,586 | 876 | 0.00 | 0.00 | -195 | -18.21 | 12-31-2023 |
| EXPONENT INC | Stock | 204 | $443,105 | 5,033 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
