Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
WEAVER CONSULTING GROUP | 07-12-2024 | 06-30-2024 | 205 | 286,578,537 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
ELI LILLY & CO | COM | 101 | $535,080 | 591 | 0.00 | 0.00 | -20 | -3.27 | 06-30-2024 |
ISHARES TR | SELECT DIVID ETF | 102 | $525,899 | 4,347 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
SPDR DOW JONES INDL AVERAGE | UT SER 1 | 103 | $516,839 | 1,321 | 0.00 | 0.00 | 42 | 3.28 | 06-30-2024 |
EATON CORP PLC | SHS | 104 | $516,417 | 1,647 | 0.00 | 0.00 | -325 | -16.48 | 06-30-2024 |