Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AUSDAL FINANCIAL PARTNERS INC | 04-12-2024 | 03-31-2024 | 469 | 861,322,683 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| UNITEDHEALTH GROUP INC | COM | 251 | $821,196 | 1,660 | 0.00 | 0.00 | -30 | -1.78 | 03-31-2024 |
| SPDR SER TR | PORTFOLIO SH TSR | 252 | $806,957 | 27,903 | 0.00 | 0.00 | -2,861 | -9.30 | 03-31-2024 |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | Liquidated | $0 | 0 | 0.00 | 0.00 | -857 | -7.14 | 03-31-2024 |
| ISHARES TR | MSCI USA VALUE | 254 | $800,303 | 7,389 | 0.00 | 0.00 | 201 | 2.80 | 03-31-2024 |
