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
MONDELEZ INTL INC CL A Liquidated $0 0 0.00 0.00 -6,075 -53.92 06-30-2024
AMAZON COM INC COM Liquidated $0 0 0.00 0.00 -10,191 -80.95 06-30-2024
UNITY SOFTWARE INC COM Liquidated $0 0 0.00 0.00 -12,277 -59.23 06-30-2024
VANGUARD INDEX FDS MCAP VL IDXVIP Liquidated $0 0 0.00 0.00 -2,427 -52.16 06-30-2024
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