Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| REITZ CAPITAL ADVISORS LLC | 04-22-2024 | 03-31-2024 | 23 | 55,570,568 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB U.S. MID-CAP ETF | ETF | 51 | $438,136 | 5,817 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| BP PLC SPONSORED ADR | ADR | 52 | $415,773 | 11,745 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SPDR PORTFOLIO S&P 500 VALUE ETF | ETF | Liquidated | $0 | 0 | 0.00 | 9,217 | +Inf | 12-31-2023 | |
| DOW INC COM | Stock | 54 | $366,962 | 6,692 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
