Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FOCUS FINANCIAL NETWORK INC /ADV | 02-12-2024 | 12-31-2023 | 710 | 2,660,883,726 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INNOVATOR ETFS TR | US EQTY PWR BUF | 501 | $400,631 | 11,414 | 0.00 | 11,414 | +Inf | 12-31-2023 | |
| WEC ENERGY GROUP INC | COM | 502 | $399,146 | 4,742 | 0.00 | 4,742 | +Inf | 12-31-2023 | |
| ISHARES TR | US CONSM STAPLES | 503 | $397,147 | 2,072 | 0.00 | 2,072 | +Inf | 12-31-2023 | |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 504 | $396,743 | 2,354 | 0.00 | 2,354 | +Inf | 12-31-2023 |
