Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| XML FINANCIAL LLC | 05-15-2024 | 03-31-2024 | 340 | 976,536,337 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PRINCIPAL EXCHANGE TRADED FD | SPECTRUM PFD | 301 | $360,702 | 19,873 | 0.00 | 0.00 | 234 | 1.19 | 03-31-2024 |
| INNOVATOR ETFS TRUST | US EQT ULTRA BF | 302 | $359,969 | 9,971 | 0.00 | 0.00 | -487 | -4.66 | 03-31-2024 |
| WISDOMTREE TR | INTERNTNL AI ENH | 303 | $356,669 | 8,693 | 0.00 | 0.00 | -588 | -6.34 | 03-31-2024 |
| LYONDELLBASELL INDUSTRIES N | SHS - A - | 304 | $352,097 | 3,442 | 0.00 | 0.00 | 33 | 0.97 | 03-31-2024 |
