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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | PRTFLO S&P500 HI | Liquidated | $0 | 0 | 0.00 | 9,619 | +Inf | 03-31-2024 | |
| SELECT SECTOR SPDR TR | RL EST SEL SEC | 752 | $375,359 | 9,371 | 0.00 | 0.00 | -44,786 | -82.70 | 03-31-2024 |
| WENDYS CO | COM | Liquidated | $0 | 0 | 0.00 | 19,122 | +Inf | 03-31-2024 | |
| VANGUARD ADMIRAL FDS INC | SMLCP 600 VAL | 754 | $369,134 | 4,171 | 0.00 | 4,171 | +Inf | 03-31-2024 |
