Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LVZ INC | 04-12-2024 | 03-31-2024 | 144 | 735,350,783 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | COM | 51 | $1,344,200 | 3,195 | 0.00 | 0.00 | 178 | 5.90 | 03-31-2024 |
| FIRST TR EXCHANGE-TRADED FD | FIRST TR TA HIYL | 52 | $1,333,667 | 32,347 | 0.00 | 0.00 | -7,794 | -19.42 | 03-31-2024 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | Liquidated | $0 | 0 | 0.00 | 0.00 | -602 | -8.09 | 03-31-2024 |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 54 | $1,288,949 | 8,725 | 0.00 | 8,725 | +Inf | 03-31-2024 |
