Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KEY FINANCIAL INC | 05-01-2024 | 03-31-2024 | 1307 | 365,854,463 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCH TRD SLF IDX FD | BULETSHS 2029 | 301 | $119,949 | 6,468 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| BIOGEN INC | COM | 302 | $119,552 | 462 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| AMERICAN ELEC PWR CO INC | COM | 303 | $119,393 | 1,470 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| AKAMAI TECHNOLOGIES INC | COM | 304 | $118,705 | 1,003 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
