Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| NATIONS FINANCIAL GROUP INC /IA/ /ADV | 04-23-2024 | 03-31-2024 | 621 | 1,187,635,473 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| JOHNSON & JOHNSON COM | Stock | 51 | $5,417,946 | 34,249 | 0.00 | 0.00 | -2,188 | -6.00 | 03-31-2024 |
| ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | ETF | 52 | $5,363,979 | 46,521 | 0.00 | 0.00 | 4,156 | 9.81 | 03-31-2024 |
| SCHWAB EMERGING MARKETS EQUITY ETF | ETF | 53 | $5,255,753 | 208,148 | 0.00 | 0.00 | 21,145 | 11.31 | 03-31-2024 |
| DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES | ETF | 54 | $5,211,314 | 58,422 | 0.00 | 0.00 | 12,694 | 27.76 | 03-31-2024 |
