Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SNS FINANCIAL GROUP LLC | 04-22-2024 | 03-31-2024 | 288 | 911,807,533 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 51 | $2,360,954 | 78,437 | 0.00 | 0.00 | 2,652 | 3.50 | 03-31-2024 |
| META PLATFORMS INC | CL A | 52 | $2,353,131 | 4,846 | 0.00 | 0.00 | 132 | 2.80 | 03-31-2024 |
| UNION PAC CORP | COM | 53 | $2,336,316 | 9,500 | 0.00 | 0.00 | 42 | 0.44 | 03-31-2024 |
| INVESCO QQQ TR | UNIT SER 1 | 54 | $2,308,006 | 5,191 | 0.00 | 0.00 | -225 | -4.15 | 03-31-2024 |
