Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CENTER FOR FINANCIAL PLANNING INC | 04-25-2024 | 03-31-2024 | 608 | 669,022,074 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BANK AMERICA CORP | 7.25%CNV PFD L | 601 | $5,969 | 5 | 0.00 | 5 | +Inf | 03-31-2024 | |
| GLOBAL X FDS | GLOBAL X URANIUM | 602 | $5,766 | 200 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| KROGER CO | COM | 603 | $5,713 | 100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| AMERIPRISE FINL INC | COM | 604 | $5,700 | 13 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
