Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MUTUAL ADVISORS LLC | 05-02-2024 | 03-31-2024 | 1085 | 3,118,083,987 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCHNG TRADED FD VI | FT VEST US | 451 | $1,351,251 | 34,550 | 0.00 | 34,550 | +Inf | 03-31-2024 | |
| FIRST TR EXCHNG TRADED FD VI | US EQT DEEP DUFR | Liquidated | $0 | 0 | 0.00 | 0.00 | -17,988 | -33.45 | 03-31-2024 |
| CONOCOPHILLIPS | COM | 453 | $1,337,221 | 10,506 | 0.00 | 0.00 | -2,837 | -21.26 | 03-31-2024 |
| VANGUARD WORLD FD | CONSUM STP ETF | 454 | $1,329,550 | 6,513 | 0.00 | 0.00 | -1,034 | -13.70 | 03-31-2024 |
