Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AJ WEALTH STRATEGIES LLC | 07-20-2023 | 06-30-2023 | 297 | 2,070,307,627 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DOORDASH INC | CL A | 151 | $1,106,944 | 14,485 | 0.00 | 0.02 | 8,327 | 135.22 | 06-30-2023 |
| MFA FINL INC | COM | 152 | $1,061,213 | 94,414 | 0.00 | 0.05 | 0 | 0.00 | 06-30-2023 |
| AMERICAN INTL GROUP INC | COM NEW | 153 | $1,041,762 | 18,105 | 0.00 | 0.06 | 0 | 0.00 | 06-30-2023 |
| JEFFERIES FINL GROUP INC | COM | 154 | $1,039,448 | 31,337 | 0.00 | 0.04 | 8,822 | 39.18 | 06-30-2023 |
