Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AUSDAL FINANCIAL PARTNERS INC | 04-12-2024 | 03-31-2024 | 469 | 861,322,683 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | GRWT ALLOCAT ETF | 551 | $276,082 | 4,959 | 0.00 | 0.00 | 110 | 2.27 | 03-31-2024 |
| NIKE INC | CL B | 552 | $273,959 | 2,915 | 0.00 | 0.00 | 630 | 27.57 | 03-31-2024 |
| WISDOMTREE TR | EUROPE HEDGED EQ | 553 | $273,806 | 5,669 | 0.00 | 0.00 | 621 | 12.30 | 03-31-2024 |
| VANGUARD ADMIRAL FDS INC | MIDCP 400 GRTH | 554 | $272,053 | 2,398 | 0.00 | 0.00 | -834 | -25.80 | 03-31-2024 |
