Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FOSTER VICTOR WEALTH ADVISORS LLC | 04-15-2024 | 03-31-2024 | 173 | 1,095,988,589 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| METLIFE INC | COM | 51 | $10,831,443 | 152,599 | 0.00 | 0.00 | 4,039 | 2.72 | 03-31-2024 |
| TE CONNECTIVITY LTD | SHS | 52 | $10,831,147 | 73,827 | 0.00 | 0.00 | 2,519 | 3.53 | 03-31-2024 |
| FREEPORT-MCMORAN INC | CL B | 53 | $10,678,424 | 210,454 | 0.00 | 0.00 | -33,938 | -13.89 | 03-31-2024 |
| FIRST SOLAR INC | COM | 54 | $10,664,505 | 57,821 | 0.00 | 0.00 | 37,187 | 180.22 | 03-31-2024 |
