Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TOTAL CLARITY WEALTH MANAGEMENT INC | 07-24-2023 | 06-30-2023 | 212 | 201,497,288 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ORACLE CORP | COM | 201 | $380,254 | 3,193 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| PENN ENTERTAINMENT INC | COM | 202 | $377,655 | 15,716 | 0.00 | 0.00 | -14,012 | -47.13 | 06-30-2023 |
| WP CAREY INC | COM | 203 | $375,464 | 5,557 | 0.00 | 0.00 | -17,623 | -76.03 | 06-30-2023 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 204 | $373,217 | 2,256 | 0.00 | 0.00 | -466 | -17.12 | 06-30-2023 |
