Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| DFPG INVESTMENTS LLC | 11-13-2023 | 09-30-2023 | 575 | 1,075,346,933 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SEMPRA | COM | 651 | $232,551 | 3,343 | 0.00 | 3,343 | +Inf | 09-30-2023 | |
| PIONEER NAT RES CO | COM | 652 | $232,314 | 1,002 | 0.00 | 0.00 | -202 | -16.78 | 09-30-2023 |
| ISHARES TR | CORE S&P MCP ETF | 653 | $230,630 | 959 | 0.00 | 959 | +Inf | 09-30-2023 | |
| CURTISS WRIGHT CORP | COM | 654 | $229,365 | 1,114 | 0.00 | 1,114 | +Inf | 09-30-2023 |
