Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ADVISOR OS LLC | 04-22-2023 | 03-31-2023 | 1231 | 416,594,950 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 51 | $2,486,764 | 45,545 | 0.00 | 45,545 | +Inf | 03-31-2023 | |
| SPDR SER TR | S&P 600 SMCP GRW | 52 | $2,432,877 | 32,988 | 0.00 | 0.56 | 3,227 | 10.84 | 03-31-2023 |
| KIMBERLY-CLARK CORP | COM | 53 | $2,391,630 | 17,819 | 0.00 | 0.50 | 571 | 3.31 | 03-31-2023 |
| PROCTER AND GAMBLE CO | COM | 54 | $2,363,853 | 15,897 | 0.00 | 0.31 | 6,551 | 70.09 | 03-31-2023 |
