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 EXCHANGE-TRADED FD | LNG DUR OPRTUN | 701 | $761,363 | 35,611 | 0.00 | 35,611 | +Inf | 03-31-2024 | |
| SPDR SER TR | PORTFOLIO INTRMD | 702 | $760,936 | 23,277 | 0.00 | 0.00 | 2,895 | 14.20 | 03-31-2024 |
| MATSON INC | COM | 703 | $756,677 | 6,732 | 0.00 | 0.00 | 11 | 0.16 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 704 | $756,564 | 25,135 | 0.00 | 0.00 | 6,836 | 37.36 | 03-31-2024 |
