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 |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN INTL GROUP INC | COM NEW | Liquidated | $0 | 0 | 0.00 | 0 | NaN | 06-30-2023 | |
| MONSTER BEVERAGE CORP NEW | COM | Liquidated | $0 | 0 | 0.00 | 0 | NaN | 03-31-2024 | |
| GOLDMAN SACHS ETF TR | ACTIVEBETA EME | 853 | $3,134 | 100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | ESG MSCI EM LDRS | 854 | $2,498 | 57 | 0.00 | 57 | +Inf | 03-31-2024 |
