Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LIFESTEPS FINANCIAL INC | 04-26-2024 | 03-31-2024 | 441 | 132,516,758 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| LKQ CORP COM | Stock | 351 | $15,756 | 295 | 0.00 | 295 | +Inf | 03-31-2024 | |
| SIMON PPTY GROUP INC NEW COM | REIT | 352 | $15,649 | 100 | 0.00 | 100 | +Inf | 03-31-2024 | |
| SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF | ETF | 353 | $15,633 | 384 | 0.00 | 384 | +Inf | 03-31-2024 | |
| BANK NOVA SCOTIA HALIFAX COM | Stock | 354 | $15,534 | 300 | 0.00 | 300 | +Inf | 03-31-2024 |
