Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PSI ADVISORS LLC | 04-24-2024 | 03-31-2024 | 1623 | 276,746,916 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO LARGE | MF Closed and MF Open | 751 | $13,419 | 150 | 0.00 | 0.00 | -1 | -0.66 | 03-31-2024 |
| ENERGY SELECT SECTOR | UIT EXCHANGE TRADED | 752 | $13,405 | 142 | 0.00 | 142 | +Inf | 03-31-2024 | |
| INVESCO BULLETSHARES | MF Closed and MF Open | 753 | $13,280 | 650 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| LPL FINANCIAL | Common Stock | 754 | $13,210 | 50 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
