Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ADVISOR RESOURCE COUNCIL | 04-19-2024 | 03-31-2024 | 236 | 236,870,818 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MICROSTRATEGY INC | CL A NEW | Liquidated | $0 | 0 | 0.00 | 1,588 | +Inf | 03-31-2024 | |
| SPDR SER TR | BLOOMBERG INVT | 352 | $988,521 | 32,315 | 0.00 | 0.00 | -260,092 | -88.95 | 03-31-2024 |
| FIRST TR EXCHANGE-TRADED FD | FT VEST S&P 500 | 353 | $983,005 | 19,021 | 0.00 | 19,021 | +Inf | 03-31-2024 | |
| SALESFORCE INC | COM | 354 | $971,776 | 3,693 | 0.00 | 0.00 | -5,110 | -58.05 | 03-31-2024 |
