Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MONEY CONCEPTS CAPITAL CORP | 05-01-2024 | 03-31-2024 | 379 | 1,084,450,930 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | INTL EQTY ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 47,046 | 1865.42 | 12-31-2023 |
| 3M CO | COM | 652 | $251,375 | 2,370 | 0.00 | 0.00 | 94 | 4.13 | 03-31-2024 |
| VANGUARD INDEX FDS | MID CAP ETF | 653 | $250,829 | 1,004 | 0.00 | 0.00 | 59 | 6.24 | 03-31-2024 |
| NORTHERN LTS FD TR III | HCM DEFEN 500 | Liquidated | $0 | 0 | 0.00 | 0.10 | -32,597 | -61.53 | 12-31-2023 |
