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 |
|---|---|---|---|---|---|---|---|---|---|
| BLACKROCK RES & COMMODITIES ST SHS | CEF | 851 | $212,127 | 23,362 | 0.00 | 0.00 | -303 | -1.28 | 03-31-2024 |
| GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF | ETF | 852 | $209,660 | 6,591 | 0.00 | 0.00 | -8,045 | -54.97 | 03-31-2024 |
| SCHWAB U.S. LARGE-CAP GROWTH ETF | ETF | 853 | $209,452 | 2,258 | 0.00 | 2,258 | +Inf | 03-31-2024 | |
| INVESCO DORSEY WRIGHT EMERGING MARKETS MOMENTUM ETF | ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | -500 | -4.24 | 03-31-2024 |
