Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BURT WEALTH ADVISORS | 04-18-2024 | 03-31-2024 | 119 | 394,361,082 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| UNION PAC CORP | COM | 51 | $844,032 | 3,432 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| INDEXIQ ACTIVE ETF TR | IQ MACKAY INTRME | 52 | $840,016 | 34,441 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | CORE TOTAL USD | 53 | $827,313 | 18,147 | 0.00 | 0.00 | 455 | 2.57 | 03-31-2024 |
| MERCK & CO INC | COM | 54 | $822,840 | 6,236 | 0.00 | 0.00 | 900 | 16.87 | 03-31-2024 |
