Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FREEDOM INVESTMENT MANAGEMENT INC | 05-13-2024 | 03-31-2024 | 786 | 1,247,567,545 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2025 CB | 701 | $499,915 | 24,470 | 0.00 | 0.00 | 9,884 | 67.76 | 03-31-2024 |
| GLOBAL X FDS | US PFD ETF | 702 | $498,519 | 24,728 | 0.00 | 0.00 | -6,335 | -20.39 | 03-31-2024 |
| BJS WHSL CLUB HLDGS INC | COM | 703 | $497,749 | 6,580 | 0.00 | 0.00 | -480 | -6.80 | 03-31-2024 |
| TEREX CORP NEW | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 4,951 | 134.43 | 03-31-2024 |
