Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
KELLY FINANCIAL SERVICES LLC | 05-15-2024 | 12-31-2023 | 785 | 247,209,565 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
INTUIT | COM | 451 | $17,603 | 27 | 0.00 | 0.00 | 15 | 125.00 | 03-31-2024 |
STAG INDL INC | COM | 452 | $15,376 | 400 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
AFLAC INC | COM | Liquidated | $26,728 | 311 | 0.00 | 0.00 | 311 | +Inf | 03-31-2024 |
ILLINOIS TOOL WKS INC | COM | 454 | $21,682 | 81 | 0.00 | 0.00 | 23 | 39.66 | 03-31-2024 |