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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | U.S. FINLS ETF | 301 | $38,496 | 402 | 0.00 | 0.00 | 5 | 1.26 | 03-31-2024 |
| CARRIER GLOBAL CORPORATION | COM | 302 | $30,924 | 532 | 0.00 | 0.00 | 5 | 0.95 | 03-31-2024 |
| CADENCE DESIGN SYSTEM INC | COM | 303 | $69,415 | 223 | 0.00 | 223 | +Inf | 03-31-2024 | |
| ADOBE INC | COM | 304 | $63,580 | 126 | 0.00 | 0.00 | 104 | 472.73 | 03-31-2024 |
