Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ADVANCE CAPITAL MANAGEMENT INC | 04-04-2024 | 03-31-2024 | 149 | 1,443,810,971 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN COS INC | COM | 51 | $884,073 | 4,292 | 0.00 | 0.00 | -6 | -0.14 | 03-31-2024 |
| WISDOMTREE TR | US QTLY DIV GRT | 52 | $881,196 | 11,566 | 0.00 | 0.00 | 3,733 | 47.66 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 53 | $872,919 | 10,826 | 0.00 | 0.00 | 172 | 1.61 | 03-31-2024 |
| FIRST TR EXCHNG TRADED FD VI | FT CBOE VEST US | 54 | $821,057 | 23,526 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
