Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GAME PLAN FINANCIAL ADVISORS LLC | 04-12-2024 | 12-31-2023 | 5832 | 174,566,870,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB SP 500 INDEX | MFS | 351 | $24,329 | 301 | 0.00 | 0.01 | 0 | 0.00 | 03-31-2024 |
| VANGUARD MEGA CAP ETF | UIE | 352 | $24,293 | 130 | 0.00 | 0.01 | 0 | 0.00 | 03-31-2024 |
| ISHARES PREFERRED INCOMESEC ETF IV | UIE | 353 | $24,173 | 750 | 0.00 | 0.01 | 0 | 0.00 | 03-31-2024 |
| MASTERCARD INC CLASS A | COM | 354 | $23,597 | 49 | 0.00 | 0.00 | 29 | 145.00 | 03-31-2024 |
