Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
KEY FINANCIAL INC | 05-01-2024 | 03-31-2024 | 1307 | 365,854,463 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
SELECT SECTOR SPDR TR | FINANCIAL | 151 | $422,026 | 11,224 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | 152 | $421,229 | 7,789 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
INTEL CORP | COM | 153 | $419,317 | 8,345 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
VANGUARD INDEX FDS | S&P 500 ETF SHS | 154 | $416,707 | 954 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |