Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
TOTH FINANCIAL ADVISORY CORP | 04-16-2024 | 03-31-2024 | 719 | 798,936,126 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
ISHARES INC | CORE MSCI EMKT | Liquidated | $0 | 0 | 0.00 | 0.00 | -172 | -86.00 | 03-31-2024 |
NOVO-NORDISK A S | ADR | 1352 | $1,413 | 11 | 0.00 | 11 | +Inf | 03-31-2024 | |
BIOXCEL THERAPEUTICS INC | COM | 1353 | $1,410 | 500 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ISHARES TR | PFD AND INCM SEC | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |