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 |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHWAB FDT US SC | 801 | $599,830 | 10,518 | 0.00 | 0.00 | 2,099 | 24.93 | 03-31-2024 |
| FREEPORT-MCMORAN INC | CL B | 802 | $597,921 | 12,716 | 0.00 | 0.00 | 3,936 | 44.83 | 03-31-2024 |
| ISHARES TR | CONV BD ETF | 803 | $597,399 | 7,483 | 0.00 | 0.00 | -18,167 | -70.83 | 03-31-2024 |
| ISHARES TR | LATN AMER 40 ETF | 804 | $595,135 | 20,926 | 0.00 | 20,926 | +Inf | 03-31-2024 |
