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 |
|---|---|---|---|---|---|---|---|---|---|
| COPART INC | COM | 201 | $1,371,532 | 31,829 | 0.00 | 0.00 | 20,407 | 178.66 | 09-30-2023 |
| ISHARES TR | 0-5YR INVT GR CP | 202 | $1,371,292 | 28,572 | 0.00 | 0.00 | -323 | -1.12 | 09-30-2023 |
| VISA INC | COM CL A | 203 | $1,352,043 | 5,878 | 0.00 | 0.00 | 929 | 18.77 | 09-30-2023 |
| ABBVIE INC | COM | 204 | $1,351,714 | 9,068 | 0.00 | 0.00 | 148 | 1.66 | 09-30-2023 |
