Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
FREEDOM WEALTH ALLIANCE LLC 10-30-2023 09-30-2023 47 60,786,992
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
SCHWAB STRATEGIC TR US BRD MKT ETF 1 $13,461,742 270,045 0.02 0.02 7,824 2.98 09-30-2023
INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 2 $7,375,475 147,392 0.01 0.01 1,162 0.79 09-30-2023
SPDR SER TR PORTFOLIO S&P500 3 $5,314,611 105,742 0.01 0.00 63,373 149.57 09-30-2023
VICTORY PORTFOLIOS II VCSHS US 500 ENH 4 $5,093,481 86,447 0.01 0.01 -8,266 -8.73 09-30-2023
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