Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MERIT FINANCIAL GROUP LLC | 02-06-2024 | 12-31-2023 | 773 | 3,287,421,597 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BLACKSTONE MTG TR INC | COM CL A | 951 | $209,428 | 9,846 | 0.00 | 9,846 | +Inf | 12-31-2023 | |
| FRANKLIN TEMPLETON ETF TR | HIGH YIELD CORP | Liquidated | $0 | 0 | 0.00 | 0.00 | -5,167 | -35.76 | 12-31-2023 |
| FIRST TR EXCHNG TRADED FD VI | CBOE VEST BUFERD | 953 | $208,714 | 9,808 | 0.00 | 9,808 | +Inf | 12-31-2023 | |
| NUVEEN NASDAQ 100 DYNAMIC OV | COM SHS | 954 | $207,980 | 8,984 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
