Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MONEY CONCEPTS CAPITAL CORP | 05-01-2024 | 03-31-2024 | 379 | 1,084,450,930 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD WORLD FDS | COMM SRVC ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 25,647 | 11818.89 | 12-31-2023 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | Liquidated | $0 | 0 | 0.00 | 0.01 | 21,146 | 1093.95 | 12-31-2023 |
| SCHWAB STRATEGIC TR | US REIT ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 9,220 | 564.26 | 12-31-2023 |
| J P MORGAN EXCHANGE TRADED F | DIVERSFED RTRN | Liquidated | $0 | 0 | 0.00 | 0.00 | 12,684 | 1156.24 | 12-31-2023 |
