Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
CAHILL FINANCIAL ADVISORS INC | 08-14-2023 | 06-30-2023 | 298 | 618,193,306 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
GLADSTONE LAND CORPORATION | REIT | 201 | $336,871 | 20,705 | 0.00 | 0.08 | 688 | 3.44 | 06-30-2023 |
ISHARES RUSSELL 2000 GROWTH ETF | ETF | 202 | $334,715 | 1,379 | 0.00 | 1,379 | +Inf | 06-30-2023 | |
TOTALENERGIES SE SPONSORED ADS | ADR | 203 | $329,586 | 5,718 | 0.00 | 0.06 | 97 | 1.73 | 06-30-2023 |
ISHARES CORE AGGRESSIVE ALLOCATION ETF | ETF | 204 | $329,380 | 4,965 | 0.00 | 0.07 | -751 | -13.14 | 06-30-2023 |