Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GAME PLAN FINANCIAL ADVISORS LLC | 08-01-2024 | 06-30-2024 | 390 | 202,938,840 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NIO INC FSPONSORED ADR 1 ADR REPS 1 ORD SHS | ADR | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| SCHWAB FUNDAMENTAL US SMALL COMPANY IDX | MFS | 602 | $358 | 21 | 0.00 | 0.00 | -1 | -4.55 | 06-30-2024 |
| VANGUARD CONSUMER DISCRETIONARY ETF | UIE | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| KRAFT HEINZ CO | COM | 604 | $322 | 10 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
