Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| VICUS CAPITAL | 04-17-2024 | 03-31-2024 | 283 | 1,097,076,056 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WELLS FARGO CO NEW COM | COM | 301 | $382,022 | 6,591 | 0.00 | 0.00 | 471 | 7.70 | 03-31-2024 |
| FIFTH THIRD BANCORP | COM | 302 | $371,244 | 9,977 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANGUARD SHORT TERM GOVT BD IDX FD | ETF | 303 | $370,079 | 6,373 | 0.00 | 0.00 | 43 | 0.68 | 03-31-2024 |
| ISHARES S&P 500 GROWTH ETF | ETF | 304 | $365,718 | 4,331 | 0.00 | 0.00 | -33 | -0.76 | 03-31-2024 |
