Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| NATIONS FINANCIAL GROUP INC /IA/ /ADV | 04-23-2024 | 03-31-2024 | 621 | 1,187,635,473 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| TEXAS INSTRS INC COM | Stock | 451 | $607,812 | 3,488 | 0.00 | 0.00 | -7,988 | -69.61 | 03-31-2024 |
| ABRDN HEALTHCARE INVESTORS SH BEN INT | CEF | 452 | $601,059 | 35,650 | 0.00 | 0.00 | -200 | -0.56 | 03-31-2024 |
| TEMPLETON EMERGING MKTS FD COM | CEF | 453 | $597,000 | 50,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANECK JUNIOR GOLD MINERS ETF | ETF | 454 | $594,310 | 15,341 | 0.00 | 0.00 | -380 | -2.42 | 03-31-2024 |
