Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AUSDAL FINANCIAL PARTNERS INC | 04-12-2024 | 03-31-2024 | 469 | 861,322,683 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NUVEEN MUN HIGH INCOME OPPOR | COM | 301 | $625,945 | 59,275 | 0.00 | 0.00 | 1,730 | 3.01 | 03-31-2024 |
| ISHARES TR | CORE S&P MCP ETF | 302 | $625,821 | 10,303 | 0.00 | 0.00 | 8,296 | 413.35 | 03-31-2024 |
| ISHARES TR | BROAD USD HIGH | 303 | $625,360 | 17,091 | 0.00 | 0.00 | 1,690 | 10.97 | 03-31-2024 |
| CONSTELLATION ENERGY CORP | COM | 304 | $620,245 | 3,355 | 0.00 | 0.00 | -151 | -4.31 | 03-31-2024 |
