Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FOUNDERS FINANCIAL SECURITIES LLC | 04-04-2024 | 03-31-2024 | 385 | 953,146,681 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PACER FDS TR | US CASH COWS 100 | 51 | $5,017,102 | 86,338 | 0.00 | 0.00 | -21,639 | -20.04 | 03-31-2024 |
| WISDOMTREE TR | US QTLY DIV GRT | 52 | $4,543,210 | 59,630 | 0.00 | 0.00 | 1,927 | 3.34 | 03-31-2024 |
| SPDR SER TR | S&P HOMEBUILD | 53 | $4,530,219 | 40,597 | 0.00 | 0.00 | 207 | 0.51 | 03-31-2024 |
| ISHARES TR | TIPS BD ETF | 54 | $4,482,585 | 41,733 | 0.00 | 0.00 | -688 | -1.62 | 03-31-2024 |
