Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FIRST HEARTLAND CONSULTANTS INC | 05-06-2024 | 03-31-2024 | 422 | 963,421,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WISDOMTREE TR | US LARGECAP DIVD | 351 | $584,000 | 8,090 | 0.06 | 0.06 | 0 | 0.00 | 03-31-2024 |
| US BANCORP DEL | COM | Liquidated | $0 | 0 | 0.07 | 0.15 | -23,580 | -63.84 | 03-31-2024 |
| ISHARES TR | US TREAS BD ETF | 353 | $577,000 | 25,343 | 0.06 | 0.06 | 3,337 | 15.16 | 03-31-2024 |
| PNC FINL SVCS GROUP INC | COM | Liquidated | $0 | 0 | 0.07 | 0.05 | 632 | 20.50 | 03-31-2024 |
