Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AJ WEALTH STRATEGIES LLC | 07-20-2023 | 06-30-2023 | 297 | 2,070,307,627 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CISCO SYS INC | COM | 301 | $339,316 | 6,558 | 0.00 | 0.02 | 352 | 5.67 | 06-30-2023 |
| BLACKROCK INCOME TR INC | COM NEW | 302 | $337,961 | 27,770 | 0.00 | 0.02 | 0 | 0.00 | 06-30-2023 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 303 | $335,317 | 4,023 | 0.00 | 0.01 | 880 | 28.00 | 06-30-2023 |
| FORD MTR CO DEL | COM | 304 | $331,859 | 21,934 | 0.00 | 0.03 | -20,805 | -48.68 | 06-30-2023 |
