Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ARMSTRONG ADVISORY GROUP INC | 04-12-2024 | 03-31-2024 | 801 | 1,030,354,638 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | US AER DEF ETF | 701 | $8,229 | 65 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | 0-5 YR TIPS ETF | Liquidated | $0 | 0 | 0.00 | 84 | +Inf | 12-31-2023 | |
| BERKSHIRE HILLS BANCORP INC | COM | 703 | $8,120 | 327 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| HALEON PLC | SPON ADS | 704 | $8,099 | 984 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
