Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AFT FORSYTH & COMPANY INC | 04-30-2024 | 03-31-2024 | 136 | 175,501,575 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | ETF | 51 | $983,373 | 15,886 | 0.00 | 0.00 | 12,616 | 385.81 | 03-31-2024 |
| ISHARES TR | ETF | 52 | $920,280 | 4,376 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | ETF | 53 | $911,895 | 7,989 | 0.00 | 0.00 | 21 | 0.26 | 03-31-2024 |
| SOUTHERN CO | COM | 54 | $860,737 | 11,998 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
