Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FOUNDERS FINANCIAL SECURITIES LLC | 04-04-2024 | 03-31-2024 | 385 | 953,146,681 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| QUALCOMM INC | COM | 351 | $532,930 | 3,148 | 0.00 | 0.00 | 2 | 0.06 | 03-31-2024 |
| SPDR SER TR | S&P BIOTECH | 352 | $528,558 | 5,570 | 0.00 | 0.00 | 337 | 6.44 | 03-31-2024 |
| ISHARES TR | MICRO-CAP ETF | 353 | $526,290 | 4,343 | 0.00 | 0.00 | 306 | 7.58 | 03-31-2024 |
| INVESCO EXCH TRADED FD TR II | S&P SMLCP HELT | Liquidated | $0 | 0 | 0.00 | 12,276 | +Inf | 03-31-2024 |
