Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| VALLEY NATIONAL ADVISERS INC | 04-19-2024 | 03-31-2024 | 1306 | 661,665,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR MORNINGSTAR DIVID L | SHS | 601 | $22,000 | 577 | 0.00 | 577 | +Inf | 03-31-2024 | |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 602 | $22,000 | 695 | 0.00 | 695 | +Inf | 03-31-2024 | |
| ISHARES TR | CORE DIVID ETF | 603 | $22,000 | 506 | 0.00 | 506 | +Inf | 03-31-2024 | |
| STAG INDL INC | COM | 604 | $22,000 | 586 | 0.00 | 0.00 | 86 | 17.20 | 03-31-2024 |
