Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
MUTUAL ADVISORS LLC | 05-02-2024 | 03-31-2024 | 1085 | 3,118,083,987 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
GLOBAL X FDS | NASDAQ 100 COVER | 201 | $3,307,292 | 184,662 | 0.00 | 0.00 | 47,644 | 34.77 | 03-31-2024 |
FIRST TR VALUE LINE DIVID IN | SHS | 202 | $3,278,801 | 77,642 | 0.00 | 0.00 | 5,145 | 7.10 | 03-31-2024 |
LOWES COS INC | COM | 203 | $3,265,705 | 12,820 | 0.00 | 0.00 | -267 | -2.04 | 03-31-2024 |
ISHARES TR | TIPS BD ETF | 204 | $3,260,415 | 30,355 | 0.00 | 0.00 | -1,557 | -4.88 | 03-31-2024 |