Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| VALMARK ADVISERS INC | 02-02-2024 | 12-31-2023 | 495 | 5,342,452,538 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ORACLE CORP | COM | 451 | $418,241 | 3,967 | 0.00 | 0.00 | 971 | 32.41 | 12-31-2023 |
| KIMBERLY-CLARK CORP | COM | 452 | $417,873 | 3,439 | 0.00 | 0.01 | -272 | -7.33 | 12-31-2023 |
| PAYPAL HLDGS INC | COM | 453 | $417,772 | 6,803 | 0.00 | 6,803 | +Inf | 12-31-2023 | |
| INNOVATOR ETFS TR | US EQTY PWR BUF | 454 | $417,050 | 12,494 | 0.00 | 0.01 | -2,331 | -15.72 | 12-31-2023 |
