Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SHEAFF BROCK INVESTMENT ADVISORS LLC | 02-08-2024 | 12-31-2023 | 481 | 1,292,580,819 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| RTX CORPORATION | COM | 251 | $775,000 | 9,211 | 0.00 | 0.00 | 25 | 0.27 | 12-31-2023 |
| ISHARES TR | SELECT DIVID ETF | 252 | $768,814 | 6,559 | 0.00 | 0.00 | 1,201 | 22.42 | 12-31-2023 |
| VANGUARD WORLD FD | MEGA GRWTH IND | 253 | $766,407 | 2,953 | 0.00 | 0.00 | 7 | 0.24 | 12-31-2023 |
| PNC FINL SVCS GROUP INC | COM | 254 | $764,185 | 4,935 | 0.00 | 0.00 | -74 | -1.48 | 12-31-2023 |
