Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KELLY FINANCIAL SERVICES LLC | 05-15-2024 | 12-31-2023 | 785 | 247,209,565 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| RIBBON COMMUNICATIONS INC | COM | 1151 | $640 | 200 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| FLEXSHARES TR | FLEXSHARES ULTRA | Liquidated | $525 | 7 | 0.00 | 0.00 | 7 | +Inf | 12-31-2023 |
| PAYPAL HLDGS INC | COM | Liquidated | $573 | 9 | 0.00 | 0.00 | 9 | +Inf | 03-31-2024 |
| NOVO-NORDISK A S | ADR | 1154 | $7,704 | 60 | 0.00 | 60 | +Inf | 03-31-2024 |
