Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| VALLEY NATIONAL ADVISERS INC | 04-19-2024 | 03-31-2024 | 1306 | 661,665,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BANK AMERICA CORP | COM | 201 | $380,000 | 10,033 | 0.06 | 0.05 | 167 | 1.69 | 03-31-2024 |
| ADVANCED MICRO DEVICES INC | COM | 202 | $378,000 | 2,097 | 0.06 | 0.03 | 954 | 83.46 | 03-31-2024 |
| VANGUARD WORLD FD | CONSUM DIS ETF | 203 | $376,000 | 1,184 | 0.06 | 0.06 | -1 | -0.08 | 03-31-2024 |
| ISHARES TR | IBONDS 24 TRM HG | 204 | $375,000 | 16,120 | 0.06 | 0.10 | -9,770 | -37.74 | 03-31-2024 |
