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 |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 451 | $312,809 | 5,747 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANECK ETF TRUST | IG FLOATING RATE | Liquidated | $0 | 0 | 0.00 | 12,420 | +Inf | 03-31-2024 | |
| EBAY INC. | COM | 453 | $310,558 | 5,884 | 0.00 | 5,884 | +Inf | 03-31-2024 | |
| TE CONNECTIVITY LTD | SHS | 454 | $310,233 | 2,136 | 0.00 | 0.00 | 413 | 23.97 | 03-31-2024 |
