Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LIFESTEPS FINANCIAL INC | 04-26-2024 | 03-31-2024 | 441 | 132,516,758 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WISDOMTREE U.S. MIDCAP DIVIDEND FUND | ETF | 301 | $25,702 | 527 | 0.00 | 527 | +Inf | 03-31-2024 | |
| GENERAL MTRS CO COM | Stock | 302 | $25,215 | 556 | 0.00 | 556 | +Inf | 03-31-2024 | |
| LOUISIANA PAC CORP COM | Stock | 303 | $25,173 | 300 | 0.00 | 300 | +Inf | 03-31-2024 | |
| EATON CORP PLC SHS | Stock | 304 | $25,014 | 80 | 0.00 | 80 | +Inf | 03-31-2024 |
