Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CONSOLIDATED PLANNING CORP | 05-02-2024 | 03-31-2024 | 182 | 584,809,804 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NEXTERA ENERGY INC | COM | 201 | $263,181 | 4,118 | 0.00 | 0.00 | -752 | -15.44 | 03-31-2024 |
| REALTY INCOME CORP | COM | Liquidated | $0 | 0 | 0.00 | 5,268 | +Inf | 03-31-2024 | |
| CROWDSTRIKE HLDGS INC | CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,442 | -48.00 | 03-31-2024 |
| RTX CORPORATION | COM | 204 | $260,503 | 2,671 | 0.00 | 2,671 | +Inf | 03-31-2024 |
