Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AUSDAL FINANCIAL PARTNERS INC | 04-12-2024 | 03-31-2024 | 469 | 861,322,683 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ALLSTATE CORP | COM | 401 | $414,194 | 2,394 | 0.00 | 0.00 | -11 | -0.46 | 03-31-2024 |
| SPDR SER TR | S&P METALS MNG | 402 | $413,432 | 6,859 | 0.00 | 0.00 | 687 | 11.13 | 03-31-2024 |
| REALTY INCOME CORP | COM | 403 | $411,718 | 7,610 | 0.00 | 0.00 | 48 | 0.63 | 03-31-2024 |
| FIDELITY COVINGTON TRUST | MSCI RL EST ETF | 404 | $411,124 | 15,758 | 0.00 | 0.00 | 831 | 5.57 | 03-31-2024 |
