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 |
---|---|---|---|---|---|---|---|---|---|
VANGUARD WORLD FDS | CONSUM STP ETF | 651 | $6,273 | 35 | 0.00 | 35 | +Inf | 09-30-2021 | |
AVERY DENNISON CORP | COM | 652 | $21,879 | 98 | 0.00 | 98 | +Inf | 03-31-2024 | |
MICRON TECHNOLOGY INC | COM | 653 | $12,275 | 104 | 0.00 | 0.00 | 33 | 46.48 | 03-31-2024 |
PROSHARES TR | ULTRAPRO QQQ | 654 | $13,750 | 223 | 0.00 | 0.00 | -306 | -57.84 | 03-31-2024 |