Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
VAHANIAN & ASSOCIATES FINANCIAL PLANNING INC | 10-19-2023 | 09-30-2023 | 60 | 31,127,818 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
MATTEL INC | COM | 101 | $322,960 | 14,660 | 0.00 | 14,660 | +Inf | 09-30-2023 | |
LULULEMON ATHLETICA INC | COM | 102 | $320,828 | 832 | 0.00 | 0.00 | -252 | -23.25 | 09-30-2023 |
ANHEUSER BUSCH INBEV SA/NV | SPONSORED ADR | 103 | $311,007 | 5,624 | 0.00 | 5,624 | +Inf | 09-30-2023 | |
GLOBAL X FDS | RBTCS ARTFL INTE | 104 | $306,157 | 12,385 | 0.00 | 12,385 | +Inf | 09-30-2023 |