Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ARCHER INVESTMENT CORP | 05-08-2024 | 03-31-2024 | 1175 | 332,618,251 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| TFS FINL CORP | Stock | Liquidated | $0 | 0 | 0.00 | 6,269 | +Inf | 03-31-2024 | |
| FIRST TR ETF VIII FT VEST US EQUITY BUFFER JULY | ETF | 652 | $73,609 | 1,656 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SM ENERGY CO COM | Stock | Liquidated | $0 | 0 | 0.00 | 1,850 | +Inf | 03-31-2024 | |
| Cytokinetics, Incorporated | COM | 654 | $72,914 | 1,040 | 0.00 | 1,040 | +Inf | 03-31-2024 |
