Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FOUNDERS FINANCIAL SECURITIES LLC | 04-04-2024 | 03-31-2024 | 385 | 953,146,681 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | 10+ YR INVST GRD | 501 | $251,832 | 4,889 | 0.00 | 0.00 | -1,226 | -20.05 | 03-31-2024 |
| FIRST TR EXCHANGE-TRADED FD | NASD TECH DIV | 502 | $251,787 | 3,614 | 0.00 | 0.00 | -316 | -8.04 | 03-31-2024 |
| ISHARES TR | ESG AWARE MSCI | 503 | $251,245 | 6,239 | 0.00 | 0.00 | 45 | 0.73 | 03-31-2024 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 504 | $248,721 | 6,374 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
