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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | Liquidated | $0 | 0 | 0.00 | 9,324 | +Inf | 03-31-2024 | |
| PRINCIPAL EXCHANGE TRADED FD | SPECTRUM PFD | Liquidated | $0 | 0 | 0.00 | 26,228 | +Inf | 03-31-2024 | |
| TARGET CORP | COM | Liquidated | $0 | 0 | 0.00 | 3,215 | +Inf | 03-31-2024 | |
| CONSTELLATION BRANDS INC | CL A | Liquidated | $0 | 0 | 0.00 | 1,893 | +Inf | 03-31-2024 |
