Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MAIN STREET FINANCIAL SOLUTIONS LLC | 02-08-2024 | 12-31-2023 | 459 | 774,113,217 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AIM ETF PRODUCTS TRUST | US LRGCP B20 APR | 401 | $377,728 | 12,800 | 0.00 | 0.00 | -800 | -5.88 | 12-31-2023 |
| MARSH & MCLENNAN COS INC | COM | 402 | $377,647 | 1,993 | 0.00 | 0.00 | -66 | -3.21 | 12-31-2023 |
| VANGUARD INDEX FDS | SML CP GRW ETF | 403 | $375,439 | 1,553 | 0.00 | 0.00 | -14 | -0.89 | 12-31-2023 |
| VIRTUS ETF TR II | VIRTUS US QLTY | 404 | $372,762 | 12,150 | 0.00 | 12,150 | +Inf | 12-31-2023 |
