Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LEE FINANCIAL CO | 11-08-2023 | 09-30-2023 | 1005 | 536,716,321 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHWB FDT EMK LG | 301 | $40,510 | 1,545 | 0.00 | 0.00 | 1,020 | 194.29 | 09-30-2023 |
| CLOROX CO DEL | COM | 302 | $39,318 | 300 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| VANGUARD STAR FDS | VG TL INTL STK F | 303 | $37,464 | 700 | 0.00 | 0.00 | 10 | 1.45 | 09-30-2023 |
| ISHARES TR | DEVSMCP EXNA ETF | 304 | $37,407 | 756 | 0.00 | 0.00 | -1,030 | -57.67 | 09-30-2023 |
