Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AFS FINANCIAL GROUP LLC | 08-14-2024 | 06-30-2024 | 18 | 7,469,364 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | Liquidated | $0 | 0 | 0.01 | 0.01 | -579 | -2.65 | 06-30-2024 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | Liquidated | $0 | 0 | 0.00 | 0.00 | 3 | 0.07 | 06-30-2024 |
| ISHARES TR | NATIONAL MUN ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | -22,571 | -60.85 | 06-30-2024 |
| APPLE INC | COM | 4 | $1,342,913 | 6,376 | 0.02 | 0.01 | -48,569 | -88.40 | 06-30-2024 |
