Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KADES & CHEIFETZ LLC | 08-12-2024 | 06-30-2024 | 92 | 159,039,630 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 1 | $15,153,526 | 194,876 | 0.01 | 0.01 | -1,999 | -1.02 | 06-30-2024 |
| STRATEGY SHS | NS 7HANDL IDX | 2 | $9,245,766 | 437,773 | 0.01 | 0.01 | 6,537 | 1.52 | 06-30-2024 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 3 | $9,094,029 | 49,817 | 0.01 | 0.01 | -378 | -0.75 | 06-30-2024 |
| SPDR SER TR | S&P 600 SMCP GRW | 4 | $8,743,203 | 101,831 | 0.01 | 0.01 | -125 | -0.12 | 06-30-2024 |
