Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| XML FINANCIAL LLC | 05-15-2024 | 03-31-2024 | 340 | 976,536,337 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| RTX CORPORATION | COM | 51 | $6,163,197 | 63,193 | 0.00 | 0.00 | -12,828 | -16.87 | 03-31-2024 |
| KINDER MORGAN INC DEL | COM | 52 | $5,951,771 | 324,524 | 0.00 | 0.00 | -49,452 | -13.22 | 03-31-2024 |
| PACER FDS TR | US CASH COWS 100 | 53 | $5,750,831 | 98,965 | 0.00 | 0.00 | 94,171 | 1964.35 | 03-31-2024 |
| SPDR SER TR | PORTFOLI S&P1500 | 54 | $5,735,079 | 89,401 | 0.00 | 0.00 | -2,193 | -2.39 | 03-31-2024 |
