Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KEYSTONE FINANCIAL GROUP | 02-09-2024 | 12-31-2023 | 298 | 575,172,207 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO BULLETSHARES | MF Closed and MF Open | 251 | $299,086 | 14,320 | 0.00 | 14,320 | +Inf | 12-31-2023 | |
| ISHARES MSCI | MF Closed and MF Open | 252 | $297,805 | 3,075 | 0.00 | 0.00 | -268 | -8.02 | 12-31-2023 |
| FIRST TRUST | MF Closed and MF Open | 253 | $296,107 | 18,920 | 0.00 | 0.00 | -29 | -0.15 | 12-31-2023 |
| SCHWAB INTL | MF Closed and MF Open | 254 | $295,478 | 7,995 | 0.00 | 0.00 | 30 | 0.38 | 12-31-2023 |
