Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SIGNAL ADVISORS WEALTH LLC | 02-13-2024 | 12-31-2023 | 225 | 288,427,449 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US AGGREGATE B | 51 | $1,811,103 | 38,848 | 0.00 | 38,848 | +Inf | 12-31-2023 | |
| ISHARES TR | S&P 500 GRWT ETF | 52 | $1,584,068 | 21,093 | 0.00 | 21,093 | +Inf | 12-31-2023 | |
| NVIDIA CORPORATION | COM | 53 | $1,570,506 | 3,171 | 0.00 | 3,171 | +Inf | 12-31-2023 | |
| ISHARES TR | TRS FLT RT BD | 54 | $1,497,965 | 29,680 | 0.00 | 29,680 | +Inf | 12-31-2023 |
