Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SRS CAPITAL ADVISORS INC | 02-06-2024 | 12-31-2023 | 1840 | 897,613,124 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| TRAVELERS COMPANIES INC | COM | 201 | $393,169 | 2,064 | 0.00 | 0.00 | 998 | 93.62 | 12-31-2023 |
| CANADIAN NATL RY CO | COM | 202 | $390,905 | 3,111 | 0.00 | 0.00 | 77 | 2.54 | 12-31-2023 |
| FIRST TR EXCHANGE TRADED FD | NASDAQ CYB ETF | 203 | $386,567 | 7,179 | 0.00 | 0.00 | 5,684 | 380.20 | 12-31-2023 |
| GENERAL ELECTRIC CO | COM NEW | 204 | $386,131 | 3,025 | 0.00 | 0.00 | -549 | -15.36 | 12-31-2023 |
