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 |
|---|---|---|---|---|---|---|---|---|---|
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | Liquidated | $849,258 | 16,834 | 0.00 | 0.00 | 16,834 | +Inf | 03-31-2024 |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | Liquidated | $751 | 4 | 0.00 | 0.00 | 4 | +Inf | 03-31-2024 |
| ISHARES INC | MSCI EMRG CHN | 53 | $4,624,226 | 80,324 | 0.00 | 80,324 | +Inf | 03-31-2024 | |
| INVESCO EXCH TRADED FD TR II | S&P 500 MOMNTM | 54 | $693,030 | 8,639 | 0.00 | 8,639 | +Inf | 03-31-2024 |
