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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | IBONDS 24 TRM HG | 401 | $459,294 | 19,857 | 0.00 | 19,857 | +Inf | 03-31-2023 | |
| SCHLUMBERGER LTD | COM STK | 402 | $458,826 | 9,345 | 0.00 | 0.03 | -3,275 | -25.95 | 03-31-2023 |
| FIRST TR MLP & ENERGY INCOM | COM | 403 | $458,400 | 60,000 | 0.00 | 0.03 | 20,000 | 50.00 | 03-31-2023 |
| CATERPILLAR INC | COM | 404 | $457,508 | 1,999 | 0.00 | 0.05 | -1,194 | -37.39 | 03-31-2023 |
