Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
JNBA FINANCIAL ADVISORS | 11-02-2023 | 09-30-2023 | 749 | 800,932,438 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
ANALOG DEVICES INC | COM | 501 | $14,883 | 85 | 0.00 | 0.00 | 42 | 97.67 | 09-30-2023 |
SPROTT PHYSICAL GOLD & SILVE | TR UNIT | 502 | $14,878 | 859 | 0.00 | 0.00 | -484 | -36.04 | 09-30-2023 |
FIRST TR EXCHANGE TRADED FD | NASDQ CLN EDGE | 503 | $14,835 | 158 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
SCHWAB STRATEGIC TR | US LCAP VA ETF | 504 | $14,826 | 230 | 0.00 | 0.00 | -40 | -14.81 | 09-30-2023 |