Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FOUNDERS FINANCIAL SECURITIES LLC | 04-04-2024 | 03-31-2024 | 385 | 953,146,681 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ATLASSIAN CORPORATION | CL A | 401 | $409,536 | 2,099 | 0.00 | 0.00 | 263 | 14.32 | 03-31-2024 |
| PACER FDS TR | LUNT LRGCP MULTI | Liquidated | $0 | 0 | 0.00 | 9,911 | +Inf | 03-31-2024 | |
| BANK NEW YORK MELLON CORP | COM | 403 | $405,184 | 7,032 | 0.00 | 7,032 | +Inf | 03-31-2024 | |
| FIDELITY COVINGTON TRUST | MSCI HLTH CARE I | 404 | $400,496 | 5,740 | 0.00 | 0.00 | -4,573 | -44.34 | 03-31-2024 |
