Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HOEY INVESTMENTS INC | 08-11-2023 | 06-30-2023 | 345 | 306,920,117 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | PFD AND INCM SEC | 301 | $8,723 | 282 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| INVESCO EXCHANGE TRADED FD T | AEROSPACE DEFN | 302 | $8,512 | 101 | 0.00 | 0.00 | 10 | 10.99 | 06-30-2023 |
| TECK RESOURCES LTD | CL B | 303 | $8,420 | 200 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| RIVIAN AUTOMOTIVE INC | CALL | 304 | $8,330 | 500 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
