Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MCCLARREN FINANCIAL ADVISORS INC | 05-03-2024 | 03-31-2024 | 261 | 135,075,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR INDEX SHS FDS | S&P GLBDIV ETF | 551 | $2,000 | 60 | 0.00 | 60 | +Inf | 03-31-2024 | |
| FIRST TR EXCHANGE-TRADED FD | NAT GAS ETF | 552 | $2,000 | 28 | 0.00 | 0.00 | -27 | -49.09 | 03-31-2024 |
| GLOBAL X FDS | LITHIUM BTRY ETF | 553 | $2,000 | 46 | 0.00 | 0.00 | 14 | 43.75 | 03-31-2024 |
| ISHARES TR | EAFE VALUE ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
