Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ECON FINANCIAL SERVICES CORP | 02-07-2024 | 12-31-2023 | 68 | 142,090,200 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 251 | $682,718 | 5,006 | 0.00 | 0.00 | 2,049 | 69.29 | 12-31-2023 |
| FISERV INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -5,327 | -50.01 | 12-31-2023 |
| SPDR SER TR | PORTFOLIO S&P600 | 253 | $649,656 | 15,402 | 0.00 | 15,402 | +Inf | 12-31-2023 | |
| VANGUARD BD INDEX FDS | LONG TERM BOND | 254 | $617,075 | 8,274 | 0.00 | 8,274 | +Inf | 12-31-2023 |
