Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AMERICAN FINANCIAL ADVISORS LLC | 01-31-2024 | 12-31-2023 | 145 | 675,895,903 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 101 | $427,623 | 5,517 | 0.00 | 0.00 | 1,849 | 50.41 | 12-31-2023 |
| FIRST TR EXCHANGE-TRADED FD | FIRST TR ENH NEW | 102 | $424,246 | 7,111 | 0.00 | 0.00 | -994 | -12.26 | 12-31-2023 |
| SOUTHERN CO | COM | 103 | $418,681 | 5,971 | 0.00 | 0.00 | 426 | 7.68 | 12-31-2023 |
| SELECT SECTOR SPDR TR | SBI INT-INDS | Liquidated | $0 | 0 | 0.00 | 0.00 | -90 | -2.28 | 12-31-2023 |
