Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FRIEDENTHAL FINANCIAL | 07-16-2024 | 06-30-2024 | 223 | 160,390,803 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NUSHARES ETF TR | ESG HI TLD CRP | 601 | $221,083 | 10,568 | 0.00 | 0.00 | 385 | 3.78 | 06-30-2024 |
| INVESCO EXCH TRD SLF IDX FD | INVSCO BLSH 26 | 602 | $196,376 | 8,514 | 0.00 | 0.00 | -26 | -0.30 | 06-30-2024 |
| INVESCO EXCH TRADED FD TR II | FNDMNTL HY CRP | 603 | $196,125 | 10,914 | 0.00 | 0.00 | 198 | 1.85 | 06-30-2024 |
| ISHARES TR | NATIONAL MUN ETF | 604 | $170,267 | 1,598 | 0.00 | 0.00 | 311 | 24.16 | 06-30-2024 |
