Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TIMESCALE FINANCIAL INC | 07-26-2023 | 06-30-2023 | 628 | 463,172,986 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | S&P DIVID ETF | 251 | $117,660 | 960 | 0.00 | 960 | +Inf | 06-30-2023 | |
| ISHARES TR | CORE US AGGBD ET | 252 | $117,638 | 1,201 | 0.00 | 1,201 | +Inf | 06-30-2023 | |
| RAYMOND JAMES FINL INC | COM | 253 | $116,919 | 1,127 | 0.00 | 1,127 | +Inf | 06-30-2023 | |
| ISHARES TR | 10-20 YR TRS ETF | 254 | $113,428 | 1,024 | 0.00 | 1,024 | +Inf | 06-30-2023 |
