Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ENDURANCE WEALTH MANAGEMENT INC | 08-08-2023 | 06-30-2023 | 775 | 731,084,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR BARCLAYS CAPITAL SHORT TERM CORP BD | ETF | 151 | $436,000 | 14,825 | 0.06 | 0.06 | 0 | 0.00 | 06-30-2023 |
| INTEL CORP COM | Stock | 152 | $409,000 | 12,234 | 0.06 | 0.06 | -400 | -3.17 | 06-30-2023 |
| ISHARES TR LEHMAN INTER GOVT CR BD FD | ETF | 153 | $402,000 | 3,902 | 0.05 | 0.06 | 135 | 3.58 | 06-30-2023 |
| AT&T INC COM | Stock | 154 | $401,000 | 25,136 | 0.05 | 0.07 | 0 | 0.00 | 06-30-2023 |
