Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GPS WEALTH STRATEGIES GROUP LLC | 04-30-2024 | 03-31-2024 | 1248 | 617,432,266 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CANADIAN IMPERIAL | Common Stock | 551 | $50,379 | 993 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| INTUIT INC | Common Stock | 552 | $50,314 | 77 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES ESG | MF Closed and MF Open | 553 | $50,252 | 1,113 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANGUARD MID | MF Closed and MF Open | 554 | $50,205 | 201 | 0.00 | 0.00 | 1 | 0.50 | 03-31-2024 |
