Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FOUNDERS FINANCIAL SECURITIES LLC | 04-04-2024 | 03-31-2024 | 385 | 953,146,681 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ABBVIE INC | COM | 251 | $831,051 | 4,564 | 0.00 | 0.00 | -307 | -6.30 | 03-31-2024 |
| INVESCO EXCH TRADED FD TR II | S&P SMALLCAP 600 | 252 | $818,290 | 19,114 | 0.00 | 0.00 | -3,588 | -15.80 | 03-31-2024 |
| ISHARES TR | MRGSTR MD CP GRW | 253 | $815,789 | 11,542 | 0.00 | 11,542 | +Inf | 03-31-2024 | |
| MARATHON PETE CORP | COM | 254 | $815,672 | 4,048 | 0.00 | 4,048 | +Inf | 03-31-2024 |
