Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WCG WEALTH ADVISORS LLC | 05-13-2024 | 03-31-2024 | 255 | 1,196,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| OMNICOM GROUP INC | COM | Liquidated | $0 | 0 | 0.08 | 0.15 | -860 | -6.24 | 03-31-2024 |
| FIRST TR EXCHANGE-TRADED FD | RISNG DIVD ACHIV | 252 | $1,105,000 | 19,676 | 0.09 | 0.08 | -220 | -1.11 | 03-31-2024 |
| ISHARES INC | MSCI EMERG MRKT | 253 | $1,094,000 | 19,333 | 0.09 | 0.08 | -331 | -1.68 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 254 | $1,092,000 | 13,540 | 0.09 | 0.10 | -5,198 | -27.74 | 03-31-2024 |
