Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CSENGE ADVISORY GROUP | 05-03-2024 | 03-31-2024 | 709 | 1,785,938,281 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCHANGE-TRADED FD | WTR ETF | 301 | $1,021,134 | 10,001 | 0.00 | 10,001 | +Inf | 03-31-2024 | |
| ISHARES TR | TIPS BD ETF | 302 | $1,015,977 | 9,459 | 0.00 | 0.00 | -5,975 | -38.71 | 03-31-2024 |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 303 | $1,013,190 | 4,297 | 0.00 | 0.00 | 3,250 | 310.41 | 03-31-2024 |
| MEDTRONIC PLC | SHS | 304 | $1,004,065 | 11,521 | 0.00 | 0.00 | 1,820 | 18.76 | 03-31-2024 |
