Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| NATIONS FINANCIAL GROUP INC /IA/ /ADV | 04-23-2024 | 03-31-2024 | 621 | 1,187,635,473 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SHOPIFY INC CL A | Stock | 651 | $351,046 | 4,549 | 0.00 | 0.00 | -140 | -2.99 | 03-31-2024 |
| VANECK INTERMEDIATE MUNI ETF | ETF | 652 | $349,557 | 7,515 | 0.00 | 0.00 | 49 | 0.66 | 03-31-2024 |
| TRI CONTL CORP COM | CEF | 653 | $348,333 | 11,309 | 0.00 | 0.00 | 169 | 1.52 | 03-31-2024 |
| GE AEROSPACE COM NEW | Stock | 654 | $348,206 | 1,983 | 0.00 | 0.00 | 35 | 1.80 | 03-31-2024 |
