Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FREEDOM INVESTMENT MANAGEMENT INC | 11-10-2023 | 09-30-2023 | 687 | 817,420,640 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 1251 | $218,861 | 2,881 | 0.00 | 0.00 | 55 | 1.95 | 09-30-2023 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 1252 | $218,792 | 5,580 | 0.00 | 0.00 | -46 | -0.82 | 09-30-2023 |
| YUM BRANDS INC | COM | 1253 | $218,791 | 1,751 | 0.00 | 0.00 | -114 | -6.11 | 09-30-2023 |
| VIRTUS INVT PARTNERS INC | COM | 1254 | $218,278 | 1,081 | 0.00 | 0.00 | -35 | -3.14 | 09-30-2023 |
