Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ADVISOR RESOURCE COUNCIL | 04-19-2024 | 03-31-2024 | 236 | 236,870,818 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SELECT SECTOR SPDR TR | COMMUNICATION | 601 | $524,614 | 7,220 | 0.00 | 7,220 | +Inf | 03-31-2024 | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 602 | $523,624 | 10,928 | 0.00 | 0.00 | -79,492 | -87.91 | 03-31-2024 |
| ETF SER SOLUTIONS | APTUS DRAWDOWN | 603 | $523,264 | 13,611 | 0.00 | 0.00 | 13 | 0.10 | 03-31-2024 |
| PACER FDS TR | US CASH COWS 100 | 604 | $516,019 | 8,880 | 0.00 | 0.00 | -8,816 | -49.82 | 03-31-2024 |
