Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KEY FINANCIAL INC | 05-01-2024 | 03-31-2024 | 1307 | 365,854,463 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCHANGE-TRADED FD | NASD TECH DIV | 251 | $172,530 | 2,692 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 252 | $171,286 | 1,489 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| CHEMOURS CO | COM | 253 | $170,892 | 5,418 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ICON PLC | SHS | 254 | $170,691 | 603 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
