Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KAYDAN WEALTH MANAGEMENT INC | 04-12-2024 | 03-31-2024 | 106 | 293,325,118 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SELECT SECTOR SPDR TR | ENERGY | Liquidated | $0 | 0 | 0.01 | 330,869 | +Inf | 12-31-2023 | |
| VANGUARD INDEX FDS | VALUE ETF | 2 | $27,056,583 | 166,134 | 0.01 | 0.01 | -691 | -0.41 | 03-31-2024 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 3 | $25,690,227 | 151,681 | 0.01 | 0.01 | -3,423 | -2.21 | 03-31-2024 |
| DIREXION SHS ETF TR | DLY S&P500 BR 1X | 4 | $24,678,156 | 2,027,786 | 0.01 | 0.01 | 1,063,750 | 110.34 | 03-31-2024 |
