Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| D SCOTT NEAL INC | 07-15-2024 | 06-30-2024 | 76 | 179,645,399 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO QQQ TR | UNIT SER 1 | 1 | $24,544,895 | 51,151 | 0.01 | 0.01 | 33,807 | 194.92 | 06-30-2024 |
| SPDR GOLD TR | GOLD SHS | 2 | $23,181,520 | 107,816 | 0.01 | 0.02 | -10,320 | -8.74 | 06-30-2024 |
| GALLAGHER ARTHUR J & CO | COM | 3 | $18,259,795 | 70,417 | 0.01 | 0.01 | 31,050 | 78.87 | 06-30-2024 |
| UNUM GROUP | COM | 4 | $14,972,778 | 292,952 | 0.01 | 0.01 | 67,992 | 30.22 | 06-30-2024 |
