Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LEE FINANCIAL CO | 11-08-2023 | 09-30-2023 | 1005 | 536,716,321 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INNOVATOR ETFS TR | IBD BREAKOUT | 1251 | $759 | 25 | 0.00 | 25 | +Inf | 09-30-2023 | |
| PROSHARES TR | PSHS ULTRUSS2000 | 1252 | $756 | 25 | 0.00 | 25 | +Inf | 09-30-2023 | |
| REALTY INCOME CORP | COM | 1253 | $753 | 15 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| EDITAS MEDICINE INC | COM | 1254 | $741 | 95 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
