Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| APOLLON WEALTH MANAGEMENT LLC | 05-02-2024 | 03-31-2024 | 1115 | 3,176,111,172 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 951 | $348,073 | 5,994 | 0.00 | 0.00 | -26,932 | -81.80 | 03-31-2024 |
| FIRST TR LRG CP VL ALPHADEX | COM SHS | 952 | $347,264 | 4,547 | 0.00 | 4,547 | +Inf | 03-31-2024 | |
| ISHARES TR | ESG AWARE MSCI | 953 | $346,724 | 8,610 | 0.00 | 0.00 | 305 | 3.67 | 03-31-2024 |
| CORPAY INC | COM SHS | 954 | $345,873 | 1,121 | 0.00 | 1,121 | +Inf | 03-31-2024 |
