Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
LANSING STREET ADVISORS | 08-11-2023 | 06-30-2023 | 286 | 172,416,265 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
LOCKHEED MARTIN CORP COM | Stock | 101 | $150,850 | 328 | 0.00 | 0.00 | 2 | 0.61 | 06-30-2023 |
TESLA INC COM | Stock | 102 | $149,994 | 573 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
FIRST TRUST PREFERRED SECURITIES & INCOME ETF | ETF | 103 | $149,685 | 9,373 | 0.00 | 0.00 | 97 | 1.05 | 06-30-2023 |
AMERIPRISE FINL INC COM | Stock | 104 | $144,428 | 435 | 0.00 | 0.00 | -89 | -16.98 | 06-30-2023 |