Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
LEELYN SMITH LLC | 11-06-2023 | 09-30-2023 | 110 | 409,794,358 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
FIRST TR EXCHANGE-TRADED FD | RISNG DIVD ACHIV | 201 | $453,329 | 9,866 | 0.00 | 9,866 | +Inf | 09-30-2023 | |
INVESCO EXCHANGE TRADED FD T | BUYBACK ACHIEV | 202 | $329,200 | 3,659 | 0.00 | 0.00 | 994 | 37.30 | 09-30-2023 |
ISHARES TR | S&P 500 VAL ETF | 203 | $324,295 | 2,108 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
HOME DEPOT INC | COM | 204 | $280,135 | 927 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |