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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | ETF | 701 | $301,101 | 4,485 | 0.00 | 4,485 | +Inf | 03-31-2024 | |
| ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | ETF | 702 | $297,075 | 5,757 | 0.00 | 0.00 | -2,275 | -28.32 | 03-31-2024 |
| NUVEEN S&P 500 BUY-WRITE INCOM COM | CEF | 703 | $296,749 | 22,430 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SPROUTS FMRS MKT INC COM | Stock | Liquidated | $0 | 0 | 0.00 | 6,933 | +Inf | 03-31-2024 |
