Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CENTER FOR FINANCIAL PLANNING INC | 04-25-2024 | 03-31-2024 | 608 | 669,022,074 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | S&P 500 GARP ETF | 451 | $14,057 | 132 | 0.00 | 132 | +Inf | 03-31-2024 | |
| WORTHINGTON STL INC | COM SHS | Liquidated | $0 | 0 | 0.00 | 500 | +Inf | 03-31-2024 | |
| MEXICO EQUITY & INCOME FD | COM | 453 | $14,023 | 1,213 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| HORMEL FOODS CORP | COM | 454 | $13,956 | 400 | 0.00 | 400 | +Inf | 03-31-2024 |
