Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WORLD EQUITY GROUP INC | 08-26-2024 | 06-30-2023 | 317 | 339,471,346 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIREXION SHS ETF TR | DLY AAPL BUL1.5X | 501 | $315,215 | 11,500 | 0.00 | 11,500 | +Inf | 12-31-2023 | |
| PAYCHEX INC | COM | Liquidated | $0 | 0 | 0.00 | 0 | NaN | 03-31-2023 | |
| INVESCO EXCHANGE TRADED FD T | DWA MOMENTUM | 503 | $310,588 | 3,833 | 0.00 | 0.00 | -6,475 | -62.82 | 06-30-2023 |
| RXO INC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 29,683 | +Inf | 06-30-2023 |
