Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GPS WEALTH STRATEGIES GROUP LLC | 04-30-2024 | 03-31-2024 | 1248 | 617,432,266 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ESTABLISHMENT LABS | Common Stock | 851 | $18,833 | 370 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| WISDOMTREE U S | MF Closed and MF Open | 852 | $18,776 | 385 | 0.00 | 385 | +Inf | 03-31-2024 | |
| AIR LEASE | Common Stock | 853 | $18,518 | 360 | 0.00 | 360 | +Inf | 03-31-2024 | |
| SYSCO CORP | Common Stock | 854 | $18,509 | 228 | 0.00 | 0.00 | -9 | -3.80 | 03-31-2024 |
