Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MONECO ADVISORS LLC | 04-25-2024 | 03-31-2024 | 404 | 617,630,883 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| EATON CORP PLC | SHS | 201 | $732,798 | 2,344 | 0.00 | 0.13 | 438 | 22.98 | 03-31-2024 |
| VANGUARD TAX-MANAGED INTL FD | FTSE DEV MKT ETF | Liquidated | $0 | 0 | 0.33 | 0.34 | -460 | -3.19 | 03-31-2024 |
| AT&T INC | COM | 203 | $704,610 | 40,035 | 0.00 | 0.76 | -17,323 | -30.20 | 03-31-2024 |
| ROCKWELL AUTOMATION INC | COM | 204 | $699,598 | 2,401 | 0.00 | 0.33 | -89 | -3.57 | 03-31-2024 |
