Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STRATEGIC FINANCIAL CONCEPTS LLC | 04-22-2024 | 03-31-2024 | 313 | 415,080,798 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INTUITIVE SURGICAL INC | COM NEW | 251 | $263,399 | 660 | 0.00 | 660 | +Inf | 03-31-2024 | |
| AMPLIFY ETF TR | HIGH INCOME | 252 | $262,908 | 21,800 | 0.00 | 21,800 | +Inf | 03-31-2024 | |
| UNITEDHEALTH GROUP INC | COM | 253 | $261,284 | 528 | 0.00 | 528 | +Inf | 03-31-2024 | |
| EATON VANCE TAX-MANAGED DIVE | COM | 254 | $260,520 | 19,500 | 0.00 | 19,500 | +Inf | 03-31-2024 |
