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 |
---|---|---|---|---|---|---|---|---|---|
ISHARES MORNINGSTAR GROWTH ETF | ETF | 151 | $265,804 | 3,265 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
GLOBAL X NASDAQ 100 COVERED CALL ETF | ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | -8,771 | -37.39 | 06-30-2024 |
ADVANCED MICRO DEVICES INC COM | Stock | 153 | $259,860 | 1,602 | 0.00 | 0.00 | -213 | -11.74 | 06-30-2024 |
VANGUARD FTSE DEVELOPED MARKETS ETF | ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | -5,453 | -51.66 | 06-30-2024 |