Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ALTERITY FINANCIAL GROUP LLC | 01-18-2024 | 12-31-2023 | 73 | 69,918,117 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| GLOBAL X FDS | NASDAQ 100 COVER | 51 | $660,820 | 38,110 | 0.00 | 0.00 | -1,747 | -4.38 | 12-31-2023 |
| UNITEDHEALTH GROUP INC | COM | 52 | $635,468 | 1,207 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| INVESCO EXCH TRADED FD TR II | TAXABLE MUN BD | 53 | $592,457 | 22,016 | 0.00 | 0.00 | -548 | -2.43 | 12-31-2023 |
| SHOPIFY INC | CL A | 54 | $576,460 | 7,400 | 0.00 | 0.00 | -50 | -0.67 | 12-31-2023 |
