Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FIRST HEARTLAND CONSULTANTS INC | 05-06-2024 | 03-31-2024 | 422 | 963,421,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCHANGE TRADED FD | NY ARCA BIOTECH | 301 | $737,000 | 4,794 | 0.08 | 0.09 | 0 | 0.00 | 03-31-2024 |
| LINCOLN NATL CORP IND | COM | 302 | $737,000 | 23,083 | 0.08 | 0.05 | 8,417 | 57.39 | 03-31-2024 |
| VANGUARD MUN BD FD INC | TAX EXEMPT BD | 303 | $730,000 | 14,421 | 0.08 | 0.05 | 5,498 | 61.62 | 03-31-2024 |
| AMGEN INC | COM | 304 | $730,000 | 2,566 | 0.08 | 0.09 | -11 | -0.43 | 03-31-2024 |
