Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FINANCIAL FREEDOM LLC | 01-24-2024 | 12-31-2023 | 362 | 157,443,129 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCHANGE TRADED FD TR AEROSPACE DEFN | AEROSPACE DEFN | 201 | $26,943 | 292 | 0.00 | 0.00 | 1 | 0.34 | 12-31-2023 |
| ISHARES TR CRE U S REIT ETF | CRE U S REIT ETF | 202 | $26,881 | 495 | 0.00 | 0.00 | 11 | 2.27 | 12-31-2023 |
| BLACKROCK INC COM USD0.01 | COM | 203 | $25,620 | 32 | 0.00 | 0.00 | 1 | 3.23 | 12-31-2023 |
| MONDELEZ INTL INC COM NPV | CL A | 204 | $25,494 | 352 | 0.00 | 0.00 | 4 | 1.15 | 12-31-2023 |
