Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FOUNDERS FINANCIAL SECURITIES LLC | 04-04-2024 | 03-31-2024 | 385 | 953,146,681 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 301 | $650,615 | 12,858 | 0.00 | 0.00 | -2,667 | -17.18 | 03-31-2024 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 302 | $650,462 | 11,242 | 0.00 | 0.00 | 3,067 | 37.52 | 03-31-2024 |
| VANECK ETF TRUST | FALLEN ANGEL HG | 303 | $648,858 | 22,359 | 0.00 | 0.00 | 2,797 | 14.30 | 03-31-2024 |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | 304 | $646,830 | 7,195 | 0.00 | 0.00 | 943 | 15.08 | 03-31-2024 |
