Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
BURLESON & COMPANY LLC | 10-13-2022 | 09-30-2022 | 435 | 465,156,000 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
BLACKROCK INC | COM | 201 | $56,000 | 102 | 0.01 | 0.02 | -13 | -11.30 | 09-30-2022 |
FIRST TR EXCHANGE-TRADED FD | RISNG DIVD ACHIV | 202 | $55,000 | 1,417 | 0.01 | 1,417 | +Inf | 09-30-2022 | |
AON PLC | SHS CL A | 203 | $54,000 | 200 | 0.01 | 0.01 | 0 | 0.00 | 09-30-2022 |
ISHARES TR | MSCI USA MMENTM | 204 | $54,000 | 413 | 0.01 | 413 | +Inf | 09-30-2022 |