Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| NATIONS FINANCIAL GROUP INC /IA/ /ADV | 04-23-2024 | 03-31-2024 | 621 | 1,187,635,473 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES SEMICONDUCTOR ETF | ETF | 351 | $846,522 | 3,747 | 0.00 | 0.00 | 2,291 | 157.35 | 03-31-2024 |
| ISHARES NATIONAL MUNI BOND ETF | ETF | 352 | $845,831 | 7,860 | 0.00 | 0.00 | 549 | 7.51 | 03-31-2024 |
| FASTENAL CO COM | Stock | 353 | $843,526 | 10,935 | 0.00 | 0.00 | 1,864 | 20.55 | 03-31-2024 |
| INNOVATOR U.S. EQUITY POWER BUFFER ETF - MARCH | ETF | 354 | $842,691 | 22,893 | 0.00 | 0.00 | 8,839 | 62.89 | 03-31-2024 |
