Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AFFINITY WEALTH MANAGEMENT LLC | 04-18-2024 | 03-31-2024 | 102 | 539,795,565 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AGILENT TECHNOLOGIES INC | COM | 301 | $289,128 | 1,987 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| TARGA RES CORP | COM | 302 | $284,007 | 2,536 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| DTE ENERGY CO | COM | 303 | $275,753 | 2,459 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| PRINCIPAL FINANCIAL GROUP IN | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
