Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SOUDERS FINANCIAL ADVISORS | 01-24-2024 | 12-31-2023 | 153 | 584,113,188 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN COS INC | COM | 51 | $3,433,389 | 18,121 | 0.00 | 0.00 | 44 | 0.24 | 12-31-2023 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2025 CB | 52 | $3,421,037 | 167,247 | 0.00 | 0.00 | 5,944 | 3.68 | 12-31-2023 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2024 CB | 53 | $3,399,344 | 162,765 | 0.00 | 0.00 | 5,084 | 3.22 | 12-31-2023 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 54 | $3,395,985 | 45,087 | 0.00 | 0.00 | 247 | 0.55 | 12-31-2023 |
