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 |
|---|---|---|---|---|---|---|---|---|---|
| VANECK ETF TRUST | MRNGSTR WDE MOAT | 201 | $95,028 | 1,253 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| CHECK POINT SOFTWARE TECH LT | ORD | 202 | $94,763 | 711 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| ASTRAZENECA PLC | SPONSORED ADR | 203 | $94,214 | 1,391 | 0.00 | 0.00 | 126 | 9.96 | 09-30-2023 |
| DEERE & CO | COM | 204 | $91,644 | 242 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
