Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CRUMLY & ASSOCIATES INC | 05-01-2024 | 03-31-2024 | 131 | 380,347,030 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CAPITAL GRP FIXED INCM ETF T | US MULTI-SECTOR | 51 | $2,799,884 | 103,546 | 0.00 | 0.00 | 7,048 | 7.30 | 03-31-2024 |
| FIDELITY COVINGTON TRUST | CONSMR STAPLES | Liquidated | $0 | 0 | 0.00 | 0.00 | 3,187 | 5.87 | 12-31-2023 |
| FIRST TR EXCHANGE-TRADED FD | NO AMER ENERGY | 53 | $2,447,616 | 82,886 | 0.00 | 0.00 | -1,495 | -1.77 | 03-31-2024 |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | 54 | $2,318,941 | 5,830 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
