Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CAMELOT PORTFOLIOS LLC | 01-23-2024 | 12-31-2023 | 210 | 169,008,881 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| EVERGY INC | COM | 251 | $289,246 | 5,541 | 0.00 | 5,541 | +Inf | 12-31-2023 | |
| ALPHABET INC | CAP STK CL C | 252 | $281,860 | 2,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| CISCO SYS INC | COM | 253 | $270,859 | 5,361 | 0.00 | 5,361 | +Inf | 12-31-2023 | |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 254 | $270,449 | 5,725 | 0.00 | 5,725 | +Inf | 12-31-2023 |
