Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
INSIGHT INV LLC | 08-05-2024 | 06-30-2024 | 88 | 115,751,552 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDS | GROWTH ETF | 101 | $83,506 | 223 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
FIRST TR EXCHANGE-TRADED FD | FIRST TR ENH NEW | 102 | $70,318 | 1,175 | 0.00 | 0.00 | -550 | -31.88 | 06-30-2024 |
ISHARES TR | S&P 500 VAL ETF | 103 | $68,436 | 376 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
ISHARES TR | S&P MC 400GR ETF | 104 | $68,021 | 772 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |