Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FINANCIAL PARTNERS GROUP INC | 02-09-2024 | 12-31-2023 | 167 | 557,721,080 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 51 | $2,270,573 | 64,122 | 0.00 | 0.00 | 2,483 | 4.03 | 12-31-2023 |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 52 | $2,264,609 | 45,356 | 0.00 | 0.00 | 12,382 | 37.55 | 12-31-2023 |
| ISHARES TR | RUS MD CP GR ETF | 53 | $2,224,444 | 21,295 | 0.00 | 0.00 | -285 | -1.32 | 12-31-2023 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 54 | $2,060,404 | 5,777 | 0.00 | 0.00 | -153 | -2.58 | 12-31-2023 |
