Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
CEDAR MOUNTAIN ADVISORS LLC | 07-11-2024 | 06-30-2024 | 348 | 404,992,958 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TR | US SML CAP ETF | 251 | $9,110 | 192 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
ISHARES TR | MRGSTR MD CP GRW | 252 | $8,943 | 132 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
PALANTIR TECHNOLOGIES INC | CL A | 253 | $8,866 | 350 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
UNITED MICROELECTRONICS CORP | SPON ADR NEW | 254 | $8,760 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |