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 |
|---|---|---|---|---|---|---|---|---|---|
| EATON CORP PLC | SHS | 701 | $5,242 | 17 | 0.00 | 17 | +Inf | 03-31-2024 | |
| WEC ENERGY GROUP INC | COM | 702 | $25,481 | 310 | 0.00 | 0.00 | 245 | 376.92 | 03-31-2024 |
| SAP SE | SPON ADR | 703 | $6,856 | 44 | 0.00 | 44 | +Inf | 09-30-2020 | |
| AMPLIFY ETF TR | AMPLIFY ALTERNAT | 704 | $5,155 | 1,233 | 0.00 | 1,233 | +Inf | 03-31-2024 |
