Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEALTHSOURCE PARTNERS LLC | 05-15-2023 | 03-31-2023 | 494 | 1,478,659,153 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCH TRADED FD TR II | EMRNG MKT SVRG | 351 | $562,664 | 29,336 | 0.00 | 29,336 | +Inf | 03-31-2023 | |
| DIMENSIONAL ETF TRUST | EMERGING MKTS HI | 352 | $552,581 | 23,385 | 0.00 | 23,385 | +Inf | 03-31-2023 | |
| MICRON TECHNOLOGY INC | COM | 353 | $551,795 | 9,145 | 0.00 | 0.06 | -1,084 | -10.60 | 03-31-2023 |
| FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | 354 | $547,196 | 7,502 | 0.00 | 7,502 | +Inf | 03-31-2023 |
