Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
STRATEGIC ADVOCATES LLC | 07-11-2024 | 06-30-2024 | 119 | 252,072,331 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
SPDR PORTFOLIO EMERGING MARKETS ETF | ETF | 101 | $412,369 | 10,947 | 0.00 | 0.00 | -28,901 | -72.53 | 06-30-2024 |
PROCTER AND GAMBLE CO COM | Stock | 102 | $401,002 | 2,431 | 0.00 | 0.00 | -1,616 | -39.93 | 06-30-2024 |
ISHARES CORE GROWTH ALLOCATION ETF | ETF | 103 | $395,390 | 7,020 | 0.00 | 0.00 | 246 | 3.63 | 06-30-2024 |
GETTY RLTY CORP NEW COM | REIT | 104 | $388,356 | 14,567 | 0.00 | 0.00 | 1,416 | 10.77 | 06-30-2024 |