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 |
|---|---|---|---|---|---|---|---|---|---|
| GLOBAL X FDS | AUTONMOUS EV ETF | 251 | $43,276 | 1,752 | 0.00 | 0.00 | 17 | 0.98 | 03-31-2024 |
| CONSOLIDATED EDISON INC | COM | 252 | $44,067 | 485 | 0.00 | 0.00 | 13 | 2.75 | 03-31-2024 |
| UNITEDHEALTH GROUP INC | COM | 253 | $42,916 | 87 | 0.00 | 0.00 | 33 | 61.11 | 03-31-2024 |
| ISHARES GOLD TRUST | ISHARES | Liquidated | $0 | 0 | 0.00 | 0 | NaN | 06-30-2023 |
