Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| DUNHILL FINANCIAL LLC | 08-09-2024 | 06-30-2024 | 791 | 161,076,885 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | SELECT DIVID ETF | 101 | $122,204 | 1,010 | 0.00 | 0.00 | 2 | 0.20 | 06-30-2024 |
| ISHARES TR | RUS 1000 VAL ETF | 102 | $122,203 | 700 | 0.00 | 0.00 | 2 | 0.29 | 06-30-2024 |
| NEXTERA ENERGY INC | COM | 103 | $119,507 | 1,688 | 0.00 | 0.00 | 1,088 | 181.33 | 06-30-2024 |
| TWILIO INC | CL A | 104 | $117,710 | 2,072 | 0.00 | 2,072 | +Inf | 06-30-2024 |
