Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MAGNUS FINANCIAL GROUP LLC | 05-03-2024 | 03-31-2024 | 314 | 842,954,497 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VALUE ETF | 51 | $3,649,749 | 22,410 | 0.00 | 0.00 | 445 | 2.03 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 52 | $3,549,300 | 38,280 | 0.00 | 0.00 | -3,119 | -7.53 | 03-31-2024 |
| REAVES UTIL INCOME FD | COM SH BEN INT | 53 | $3,384,382 | 125,533 | 0.00 | 0.00 | 19,372 | 18.25 | 03-31-2024 |
| SELECT SECTOR SPDR TR | INDL | 54 | $3,318,459 | 26,345 | 0.00 | 0.00 | 6,121 | 30.27 | 03-31-2024 |
