Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AUSDAL FINANCIAL PARTNERS INC | 04-12-2024 | 03-31-2024 | 469 | 861,322,683 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | S&P HOMEBUILD | 351 | $504,636 | 4,522 | 0.00 | 0.00 | 407 | 9.89 | 03-31-2024 |
| GILEAD SCIENCES INC | COM | 352 | $504,427 | 6,886 | 0.00 | 0.00 | -815 | -10.58 | 03-31-2024 |
| OLD NATL BANCORP IND | COM | 353 | $500,120 | 28,726 | 0.00 | 0.00 | -185 | -0.64 | 03-31-2024 |
| SHELL PLC | SPON ADS | 354 | $499,863 | 7,456 | 0.00 | 0.00 | -65 | -0.86 | 03-31-2024 |
