Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
MONEY CONCEPTS CAPITAL CORP 05-01-2024 03-31-2024 379 1,084,450,930
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
WALMART INC COM 201 $1,802,631 29,959 0.00 0.00 20,462 215.46 03-31-2024
SPDR SER TR SPDR S&P1500VL 202 $1,791,037 10,216 0.00 0.00 -78 -0.76 03-31-2024
HELMERICH & PAYNE INC COM 203 $1,772,129 42,133 0.00 0.00 -3,327 -7.32 03-31-2024
CONSOLIDATED EDISON INC COM 204 $1,762,663 19,410 0.00 0.00 1,613 9.06 03-31-2024
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