Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CFO4LIFE GROUP LLC | 01-23-2024 | 12-31-2023 | 183 | 523,734,983 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| HONEYWELL INTL INC | COM | Liquidated | $0 | 0 | 0.00 | 1,030 | +Inf | 12-31-2023 | |
| GENUINE PARTS CO | COM | Liquidated | $0 | 0 | 0.00 | 1,224 | +Inf | 12-31-2023 | |
| ISHARES TR | IBONDS DEC23 ETF | Liquidated | $0 | 0 | 0.00 | 8,025 | +Inf | 12-31-2023 | |
| ABBOTT LABS | COM | 254 | $201,048 | 1,827 | 0.00 | 1,827 | +Inf | 12-31-2023 |
