Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ADVISORY RESOURCE GROUP | 01-11-2024 | 12-31-2023 | 150 | 401,105,077 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SELECT SECTOR SPDR TR | SBI INT-INDS | Liquidated | $0 | 0 | 0.00 | 0.00 | 1,749 | 6.23 | 12-31-2023 |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 52 | $3,052,679 | 61,139 | 0.00 | 0.00 | -4,575 | -6.96 | 12-31-2023 |
| MERCK & CO INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -279 | -1.05 | 12-31-2023 |
| LYONDELLBASELL INDUSTRIES N | SHS - A - | Liquidated | $0 | 0 | 0.00 | 0.00 | -600 | -1.79 | 12-31-2023 |
