Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| NATIONS FINANCIAL GROUP INC /IA/ /ADV | 04-23-2024 | 03-31-2024 | 621 | 1,187,635,473 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| REALTY INCOME CORP COM | REIT | 301 | $1,050,297 | 19,414 | 0.00 | 0.00 | 6,628 | 51.84 | 03-31-2024 |
| INVESCO S&P 500 TOP 50 ETF | ETF | 302 | $1,049,248 | 24,905 | 0.00 | 0.00 | 9,215 | 58.73 | 03-31-2024 |
| ISHARES CORE S&P US VALUE ETF | ETF | 303 | $1,044,311 | 11,547 | 0.00 | 0.00 | -295 | -2.49 | 03-31-2024 |
| COLGATE PALMOLIVE CO COM | Stock | 304 | $1,042,602 | 11,578 | 0.00 | 0.00 | -640 | -5.24 | 03-31-2024 |
