Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GPS WEALTH STRATEGIES GROUP LLC | 04-30-2024 | 03-31-2024 | 1248 | 617,432,266 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES U S | MF Closed and MF Open | 651 | $35,816 | 1,327 | 0.00 | 0.00 | -615 | -31.67 | 03-31-2024 |
| COTERRA ENERGY | Common Stock | 652 | $35,659 | 1,279 | 0.00 | 0.00 | -93 | -6.78 | 03-31-2024 |
| FORTREA HOLDINGS | Common Stock | 653 | $35,606 | 887 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| RIVIAN AUTOMOTIVE | Common Stock | 654 | $35,523 | 3,244 | 0.00 | 0.00 | 464 | 16.69 | 03-31-2024 |
