Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LEE FINANCIAL CO | 11-08-2023 | 09-30-2023 | 1005 | 536,716,321 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | PRTFLO S&P500 HI | 151 | $222,379 | 6,341 | 0.00 | 0.00 | -741 | -10.46 | 09-30-2023 |
| MCDONALDS CORP | COM | 152 | $212,881 | 808 | 0.00 | 0.00 | 2 | 0.25 | 09-30-2023 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 153 | $192,661 | 2,563 | 0.00 | 0.00 | -713 | -21.76 | 09-30-2023 |
| HCA HEALTHCARE INC | COM | 154 | $192,458 | 782 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
