Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FIRST HEARTLAND CONSULTANTS INC | 05-06-2024 | 03-31-2024 | 422 | 963,421,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO DB COMMDY INDX TRCK | UNIT | Liquidated | $0 | 0 | 0.83 | 311,353 | +Inf | 03-31-2024 | |
| FIRST TR EXCHNG TRADED FD VI | CBOE VEST US EQT | 52 | $6,722,000 | 173,774 | 0.70 | 0.72 | 9,176 | 5.57 | 03-31-2024 |
| SPDR INDEX SHS FDS | PRORTFLI MSCI GBL | 53 | $6,603,000 | 110,639 | 0.69 | 110,639 | +Inf | 03-31-2024 | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 54 | $6,544,000 | 81,159 | 0.68 | 0.98 | -25,456 | -23.88 | 03-31-2024 |
