Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
GPS WEALTH STRATEGIES GROUP LLC 04-30-2024 03-31-2024 1248 617,432,266
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
EATON VANCE MF Closed and MF Open 401 $96,100 11,509 0.00 0.00 0 0.00 03-31-2024
ISHARES CYBERSECURITY MF Closed and MF Open 402 $95,935 2,048 0.00 0.00 0 0.00 03-31-2024
WATERS CORP Common Stock 403 $95,695 278 0.00 0.00 31 12.55 03-31-2024
BROOKFIELD RENEWABLE Common Stock 404 $95,584 3,890 0.00 0.00 251 6.90 03-31-2024
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