Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SILVER OAK SECURITIES INC | 05-10-2024 | 03-31-2024 | 480 | 653,465,424 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ABBOTT LABS | COM | 301 | $567,821 | 4,996 | 0.00 | 0.00 | -2,820 | -36.08 | 03-31-2024 |
| TRANSDIGM GROUP INC | COM | Liquidated | $0 | 0 | 0.00 | 556 | +Inf | 03-31-2024 | |
| PROSHARES TR | S&P 500 DV ARIST | 303 | $561,050 | 5,532 | 0.00 | 0.00 | -2,205 | -28.50 | 03-31-2024 |
| POLARIS INC | COM | Liquidated | $0 | 0 | 0.09 | 0.09 | 0 | 0.00 | 12-31-2023 |
