Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ADVISOR RESOURCE COUNCIL | 04-19-2024 | 03-31-2024 | 236 | 236,870,818 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | RUS 1000 ETF | 301 | $1,134,426 | 3,968 | 0.00 | 0.00 | 210 | 5.59 | 03-31-2024 |
| FIRST TR EXCHNG TRADED FD VI | TCW UNCONSTRAI | 302 | $1,132,375 | 45,771 | 0.00 | 0.00 | -86,311 | -65.35 | 03-31-2024 |
| LISTED FD TR | SWAN HEDGED EQTY | 303 | $1,129,894 | 57,883 | 0.00 | 0.00 | -177,307 | -75.39 | 03-31-2024 |
| PROCTER AND GAMBLE CO | COM | 304 | $1,126,119 | 7,674 | 0.00 | 0.00 | -5,643 | -42.37 | 03-31-2024 |
