Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ADVISOR RESOURCE COUNCIL | 04-19-2024 | 03-31-2024 | 236 | 236,870,818 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | Liquidated | $0 | 0 | 0.00 | 8,220 | +Inf | 03-31-2024 | |
| WISDOMTREE TR | US S CAP QTY DIV | Liquidated | $417,037 | 8,791 | 0.00 | 0.00 | 8,791 | +Inf | 03-31-2024 |
| PHILLIPS 66 | COM | Liquidated | $0 | 0 | 0.00 | 3,125 | +Inf | 03-31-2024 | |
| VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | Liquidated | $0 | 0 | 0.00 | 0.00 | 1,932 | 34.87 | 12-31-2023 |
