Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
SIGNATUREFD LLC | 11-03-2023 | 09-30-2023 | 3205 | 3,839,519,074 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
CHESAPEAKE ENERGY CORP | COM | 1251 | $92,525 | 1,073 | 0.00 | 0.00 | 482 | 81.56 | 09-30-2023 |
SCHWAB STRATEGIC TR | US MID-CAP ETF | 1252 | $92,316 | 1,364 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
BALL CORP | COM | 1253 | $92,242 | 1,853 | 0.00 | 0.00 | 228 | 14.03 | 09-30-2023 |
INDEPENDENCE RLTY TR INC | COM | 1254 | $92,229 | 6,555 | 0.00 | 0.00 | 6,214 | 1822.29 | 09-30-2023 |