Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| INVESTMARK ADVISORY GROUP LLC | 05-17-2024 | 03-31-2024 | 116 | 182,341,502 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FS CREDIT OPPORTUNITIES CORP | COMMON STOCK | 51 | $835,787 | 140,942 | 0.00 | 0.00 | 17,393 | 14.08 | 03-31-2024 |
| JPMORGAN CHASE & CO | COM | 52 | $817,709 | 4,082 | 0.00 | 0.00 | 8 | 0.20 | 03-31-2024 |
| VANGUARD INDEX FDS | GROWTH ETF | 53 | $811,693 | 2,358 | 0.00 | 0.00 | 7 | 0.30 | 03-31-2024 |
| VANGUARD INDEX FDS | VALUE ETF | 54 | $773,755 | 4,751 | 0.00 | 0.00 | 189 | 4.14 | 03-31-2024 |
