Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FIRST HEARTLAND CONSULTANTS INC | 05-06-2024 | 03-31-2024 | 422 | 963,421,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCHANGE TRADED FD | NAS CLNEDG GREEN | Liquidated | $0 | 0 | 0.03 | 0.03 | 19 | 0.33 | 03-31-2024 |
| WEC ENERGY GROUP INC | COM | 652 | $247,000 | 3,013 | 0.03 | 0.03 | -413 | -12.05 | 03-31-2024 |
| TOLL BROTHERS INC | COM | 653 | $247,000 | 1,913 | 0.03 | 1,913 | +Inf | 03-31-2024 | |
| CANADIAN NAT RES LTD | COM | 654 | $245,000 | 3,216 | 0.03 | 3,216 | +Inf | 03-31-2024 |
