Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PRISM ADVISORS INC | 04-05-2024 | 03-31-2024 | 59 | 333,040,149 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FREEDOM 100 EMERGING MARKETS ETF | ETF | 51 | $1,583,421 | 46,944 | 0.00 | 0.00 | 1,859 | 4.12 | 03-31-2024 |
| FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | ETF | 52 | $1,400,374 | 24,931 | 0.00 | 0.00 | 794 | 3.29 | 03-31-2024 |
| JPMORGAN LIMITED DURATION BOND ETF | ETF | Liquidated | $0 | 0 | 0.00 | 27,122 | +Inf | 03-31-2024 | |
| COLUMBIA U.S. ESG EQUITY INCOME ETF | ETF | 54 | $1,318,417 | 29,605 | 0.00 | 0.00 | 874 | 3.04 | 03-31-2024 |
