Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| VISHRIA BIRD FINANCIAL GROUP LLC | 04-22-2024 | 03-31-2024 | 64 | 233,632,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SELECT SECTOR SPDR TR | SBI CONS DISCR | 51 | $741,000 | 4,030 | 0.32 | 0.34 | 0 | 0.00 | 03-31-2024 |
| FIRST TR EXCHANGE TRADED FD | FINLS ALPHADEX | 52 | $690,000 | 14,511 | 0.30 | 0.30 | 0 | 0.00 | 03-31-2024 |
| AMERIPRISE FINL INC | COM | 53 | $677,000 | 1,545 | 0.29 | 0.28 | 0 | 0.00 | 03-31-2024 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 54 | $644,000 | 17,501 | 0.28 | 0.27 | 1,383 | 8.58 | 03-31-2024 |
