Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CALTON & ASSOCIATES INC | 04-16-2024 | 03-31-2024 | 189 | 205,216,987 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INNOVATOR ETFS TR | US EQT ULTRA BF | Liquidated | $0 | 0 | 0.00 | 12,040 | +Inf | 12-31-2023 | |
| SUPER MICRO COMPUTER INC | COM | Liquidated | $0 | 0 | 0.00 | 1,424 | +Inf | 03-31-2024 | |
| INNOVATOR ETFS TR | GRWT100 PWR BUF | Liquidated | $0 | 0 | 0.00 | 7,960 | +Inf | 12-31-2023 | |
| INNOVATOR ETFS TR | US EQTY PWR BUF | Liquidated | $0 | 0 | 0.00 | 12,820 | +Inf | 12-31-2023 |
