Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TRUADVICE LLC | 11-13-2023 | 09-30-2023 | 231 | 254,828,424 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| GENERAL DYNAMICS CORP | COM | 451 | $231,129 | 949 | 0.00 | 0.00 | -403 | -29.81 | 09-30-2023 |
| BROADCOM INC | COM | 452 | $230,762 | 241 | 0.00 | 241 | +Inf | 09-30-2023 | |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | 453 | $228,613 | 3,790 | 0.00 | 3,790 | +Inf | 09-30-2023 | |
| VERIZON COMMUNICATIONS INC | COM | 454 | $228,051 | 6,386 | 0.00 | 0.00 | -381 | -5.63 | 09-30-2023 |
