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 |
|---|---|---|---|---|---|---|---|---|---|
| INNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARY | ETF | 801 | $237,754 | 6,960 | 0.00 | 0.00 | -5,585 | -44.52 | 03-31-2024 |
| WISDOMTREE U.S. TOTAL DIVIDEND FUND | ETF | 802 | $236,488 | 3,344 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SRH TOTAL RETURN FUND INC COM | CEF | 803 | $235,920 | 15,665 | 0.00 | 0.00 | -1,000 | -6.00 | 03-31-2024 |
| ESSENTIAL UTILS INC COM | Stock | 804 | $233,322 | 6,297 | 0.00 | 0.00 | -112 | -1.75 | 03-31-2024 |
