Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FREEDOM INVESTMENT MANAGEMENT INC | 11-10-2023 | 09-30-2023 | 687 | 817,420,640 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 151 | $1,711,848 | 55,203 | 0.00 | 0.00 | -6,684 | -10.80 | 09-30-2023 |
| INTEL CORP | COM | 152 | $1,705,809 | 47,983 | 0.00 | 0.00 | -7,398 | -13.36 | 09-30-2023 |
| ISHARES TR | CRE U S REIT ETF | 153 | $1,682,093 | 35,653 | 0.00 | 0.00 | -1,922 | -5.12 | 09-30-2023 |
| LPL FINL HLDGS INC | COM | 154 | $1,672,618 | 7,038 | 0.00 | 0.00 | -960 | -12.00 | 09-30-2023 |
