Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CLARUS WEALTH ADVISORS | 04-11-2024 | 03-31-2024 | 130 | 176,597,835 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| GENERAL MLS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 127 | 3.42 | 12-31-2023 |
| FIRST TR EXCHANGE-TRADED FD | LUNT US FACTOR | 202 | $286,237 | 9,427 | 0.00 | 0.00 | -3,995 | -29.76 | 03-31-2024 |
| ISHARES TR | FLTG RATE NT ETF | 203 | $272,730 | 5,355 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| EXXON MOBIL CORP | COM | 204 | $267,060 | 2,185 | 0.00 | 0.00 | 4 | 0.18 | 03-31-2024 |
