Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
ALTERITY FINANCIAL GROUP LLC | 01-18-2024 | 12-31-2023 | 73 | 69,918,117 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
APPLE INC | COM | 1 | $8,844,279 | 45,937 | 0.01 | 0.01 | -1,010 | -2.15 | 12-31-2023 |
NVIDIA CORPORATION | COM | 2 | $4,126,743 | 8,333 | 0.01 | 0.01 | -185 | -2.17 | 12-31-2023 |
ALPHABET INC | CAP STK CL A | 3 | $4,091,520 | 29,290 | 0.01 | 0.01 | -478 | -1.61 | 12-31-2023 |
BROADCOM INC | COM | 4 | $3,537,105 | 3,169 | 0.01 | 0.00 | -20 | -0.63 | 12-31-2023 |