Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
ROMAN BUTLER FULLERTON & CO | 04-29-2024 | 03-31-2024 | 211 | 266,761,127 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
QUALCOMM INC | COM | 251 | $315,987 | 1,973 | 0.00 | 0.00 | -349 | -15.03 | 03-31-2024 |
VANGUARD INDEX FDS | S&P 500 ETF SHS | 252 | $311,751 | 723 | 0.00 | 0.00 | -684 | -48.61 | 03-31-2024 |
AMPLIFY ETF TR | BLOCKCHAIN LDR | 253 | $309,453 | 9,616 | 0.00 | 0.00 | 1,945 | 25.36 | 03-31-2024 |
ISHARES U S ETF TR | INFLATION HEDG | 254 | $307,809 | 12,090 | 0.00 | 12,090 | +Inf | 03-31-2024 |