Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FREEDOM INVESTMENT MANAGEMENT INC | 11-10-2023 | 09-30-2023 | 687 | 817,420,640 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| REGENCY CTRS CORP | COM | 301 | $1,116,126 | 18,777 | 0.00 | 0.00 | -3,465 | -15.58 | 09-30-2023 |
| SELECT SECTOR SPDR TR | INDL | 302 | $1,114,342 | 10,992 | 0.00 | 10,992 | +Inf | 09-30-2023 | |
| SJW GROUP | COM | 303 | $1,106,521 | 18,408 | 0.00 | 0.00 | -307 | -1.64 | 09-30-2023 |
| PROSHARES TR | PSHS ULTRA QQQ | 304 | $1,100,683 | 18,546 | 0.00 | 0.00 | -18,190 | -49.52 | 09-30-2023 |
