Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FINANCIAL FREEDOM LLC | 01-24-2024 | 12-31-2023 | 362 | 157,443,129 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR ISHS 1-5YR INVS | ISHS 1-5YR INVS | 251 | $16,181 | 316 | 0.00 | 0.00 | 7 | 2.27 | 12-31-2023 |
| ST JOE CO | COM | 252 | $15,819 | 263 | 0.00 | 0.00 | 1 | 0.38 | 12-31-2023 |
| ZSCALER INC COM | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| VANGUARD SPECIALIZED FUNDS DIV APP ETF | DIV APP ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
