Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AUSDAL FINANCIAL PARTNERS INC | 04-12-2024 | 03-31-2024 | 469 | 861,322,683 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | LARGE CAP ETF | 51 | $4,331,264 | 18,065 | 0.00 | 0.00 | 1,540 | 9.32 | 03-31-2024 |
| ISHARES TR | ISHARES BIOTECH | Liquidated | $0 | 0 | 0.00 | 35,271 | +Inf | 12-31-2023 | |
| SPDR SER TR | PRTFLO S&P500 HI | Liquidated | $0 | 0 | 0.00 | 122,202 | +Inf | 12-31-2023 | |
| FIRST TR NAS100 EQ WEIGHTED | SHS | 54 | $4,215,451 | 34,023 | 0.00 | 0.00 | 405 | 1.20 | 03-31-2024 |
