Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
CARROLL FINANCIAL ASSOCIATES INC | 12-31-2021 | 12-31-2021 | 1788 | 1,877,613,000 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
AVANOS MED INC COM | Stock | 1451 | $8,000 | 242 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2021 |
AUTOZONE INC COM | Stock | 1452 | $8,000 | 4 | 0.00 | 0.00 | -42 | -91.30 | 12-31-2021 |
WISDOMTREE INTEREST RATE HEDGED U.S. AGGREGATE BOND FUND | ETF | 1453 | $8,000 | 180 | 0.00 | 0.01 | -3,760 | -95.43 | 12-31-2021 |
SPDR PORTFOLIO LONG TERM TREASURY ETF | ETF | 1454 | $8,000 | 200 | 0.00 | 0.00 | -81 | -28.83 | 12-31-2021 |