Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MONEY CONCEPTS CAPITAL CORP | 05-01-2024 | 03-31-2024 | 379 | 1,084,450,930 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ENPHASE ENERGY INC | COM | Liquidated | $0 | 0 | 0.00 | 0.09 | 428 | 7.56 | 12-31-2023 |
| ARK ETF TR | INNOVATION ETF | 252 | $1,268,506 | 25,330 | 0.00 | 0.00 | 4,148 | 19.58 | 03-31-2024 |
| SOLAREDGE TECHNOLOGIES INC | COM | Liquidated | $0 | 0 | 0.00 | 0.06 | -461 | -9.96 | 12-31-2023 |
| DOLLAR TREE INC | COM | 254 | $1,266,390 | 9,511 | 0.00 | 0.00 | 528 | 5.88 | 03-31-2024 |
