Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MUTUAL ADVISORS LLC | 05-02-2024 | 03-31-2024 | 1085 | 3,118,083,987 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BLACKROCK MUNIYILD QULT FD I | COM | 351 | $1,766,793 | 144,228 | 0.00 | 0.00 | 5,238 | 3.77 | 03-31-2024 |
| ARK ETF TR | FINTECH INNOVA | 352 | $1,762,387 | 58,107 | 0.00 | 0.00 | -780 | -1.32 | 03-31-2024 |
| 3M CO | COM | 353 | $1,746,068 | 16,461 | 0.00 | 0.00 | 4,122 | 33.41 | 03-31-2024 |
| FIRST TR EXCHANGE-TRADED FD | INTERMEDIATE DUR | 354 | $1,739,975 | 84,588 | 0.00 | 84,588 | +Inf | 03-31-2024 |
