Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 04-29-2024 | 03-31-2024 | 196 | 251,576,850 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHWB FDT INT LG | 201 | $94,065 | 2,642 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| INVESCO EXCHANGE TRADED FD T | WILDERHIL CLAN | 202 | $92,574 | 4,016 | 0.00 | 0.00 | 22 | 0.55 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 203 | $86,912 | 1,889 | 0.00 | 0.00 | -73 | -3.72 | 03-31-2024 |
| ISHARES TR | S&P MC 400VL ETF | 204 | $85,760 | 725 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
