Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| APTUS CAPITAL ADVISORS LLC | 02-13-2024 | 12-31-2023 | 1057 | 3,656,999,271 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 501 | $570,659 | 10,905 | 0.00 | 0.00 | -267 | -2.39 | 12-31-2023 |
| AKAMAI TECHNOLOGIES INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -429 | -7.45 | 12-31-2023 |
| ISHARES TR | CORE S&P SCP ETF | 503 | $555,647 | 5,133 | 0.00 | 0.00 | -473 | -8.44 | 12-31-2023 |
| LATTICE STRATEGIES TR | HARTFORD MLT ETF | 504 | $554,899 | 20,237 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
