Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KEY FINANCIAL INC | 05-01-2024 | 03-31-2024 | 1307 | 365,854,463 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 MUNI | 51 | $1,641,807 | 69,113 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| PEPSICO INC | COM | 52 | $1,637,427 | 9,641 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2028 MUNI | 53 | $1,445,634 | 60,856 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SPDR SER TR | S&P 400 MDCP GRW | 54 | $1,429,179 | 18,887 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
