Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MONEY CONCEPTS CAPITAL CORP | 05-01-2024 | 03-31-2024 | 379 | 1,084,450,930 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INDEPENDENCE RLTY TR INC | COM | 451 | $507,700 | 31,476 | 0.00 | 0.00 | 32 | 0.10 | 03-31-2024 |
| VANGUARD WORLD FD | UTILITIES ETF | 452 | $503,725 | 3,533 | 0.00 | 0.00 | 1,775 | 100.97 | 03-31-2024 |
| MCKESSON CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.01 | 674 | 91.33 | 12-31-2023 |
| ISHARES TR | MSCI USA MMENTM | 454 | $501,122 | 2,675 | 0.00 | 0.00 | 819 | 44.13 | 03-31-2024 |
