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 |
|---|---|---|---|---|---|---|---|---|---|
| ENHABIT INC | COM | 1201 | $396 | 34 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | CORE 1 5 YR USD | Liquidated | $374 | 8 | 0.00 | 0.00 | 8 | +Inf | 09-30-2023 |
| CHURCHILL CAPITAL CORP IV | CL A | 1203 | $16,000 | 461 | 0.00 | 461 | +Inf | 06-30-2021 | |
| TRAVEL PLUS LEISURE CO | COM | 1204 | $490 | 10 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
