Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MUTUAL ADVISORS LLC | 05-02-2024 | 03-31-2024 | 1085 | 3,118,083,987 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 651 | $843,896 | 25,101 | 0.00 | 25,101 | +Inf | 03-31-2024 | |
| SPDR SER TR | PORTFOLIO AGRGTE | 652 | $843,031 | 33,348 | 0.00 | 0.00 | 3,171 | 10.51 | 03-31-2024 |
| ISHARES TR | U.S. FINLS ETF | 653 | $841,418 | 8,797 | 0.00 | 0.00 | -85 | -0.96 | 03-31-2024 |
| DOW INC | COM | 654 | $841,228 | 14,521 | 0.00 | 0.00 | 1,597 | 12.36 | 03-31-2024 |
