Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FINANCIAL CONNECTIONS GROUP INC | 07-26-2024 | 06-30-2024 | 345 | 192,737,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SYNCHRONY FINANCIAL | COM | 401 | $2,000 | 50 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| SOLAREDGE TECHNOLOGIES INC | COM | 402 | $2,000 | 85 | 0.00 | 85 | +Inf | 06-30-2024 | |
| REGIONS FINANCIAL CORP NEW | COM | 403 | $2,000 | 135 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| PAN AMERN SILVER CORP | COM | 404 | $2,000 | 104 | 0.00 | 104 | +Inf | 06-30-2024 |
