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 |
|---|---|---|---|---|---|---|---|---|---|
| PFIZER INC | COM | 151 | $91,608 | 3,301 | 0.00 | 0.00 | 127 | 4.00 | 03-31-2024 |
| ANALOG DEVICES INC | COM | 152 | $127,604 | 645 | 0.00 | 0.00 | 92 | 16.64 | 03-31-2024 |
| ABBVIE INC | COM | 153 | $158,597 | 871 | 0.00 | 0.00 | 178 | 25.69 | 03-31-2024 |
| FIRST TR EXCHNG TRADED FD VI | VEST BUFFERED | 154 | $97,105 | 4,312 | 0.00 | 4,312 | +Inf | 03-31-2024 |
