Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SILVER OAK SECURITIES INC | 05-10-2024 | 03-31-2024 | 480 | 653,465,424 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PROGRESSIVE CORP | COM | 651 | $197,465 | 955 | 0.00 | 955 | +Inf | 03-31-2024 | |
| FIRST TR EXCHANGE TRADED FD | ENERGY ALPHADX | 652 | $197,353 | 10,537 | 0.00 | 0.00 | -239 | -2.22 | 03-31-2024 |
| FIRST TR EXCHNG TRADED FD VI | CBOE VEST BUFERD | 653 | $197,095 | 8,752 | 0.00 | 0.00 | -17,462 | -66.61 | 03-31-2024 |
| GRAINGER W W INC | COM | 654 | $195,322 | 192 | 0.00 | 192 | +Inf | 03-31-2024 |
