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 |
|---|---|---|---|---|---|---|---|---|---|
| INTERNATIONAL BUSINESS MACHS | COM | 351 | $276,659 | 2,068 | 0.00 | 0.01 | 98 | 4.97 | 06-30-2023 |
| SPDR SER TR | S&P TELECOM | 352 | $273,582 | 3,526 | 0.00 | 0.02 | 0 | 0.00 | 06-30-2023 |
| GLOBAL X FDS | GLOBAL X COPPER | 353 | $272,247 | 7,231 | 0.00 | 7,231 | +Inf | 06-30-2023 | |
| SNOWFLAKE INC | CL A | 354 | $269,425 | 1,531 | 0.00 | 0.02 | -765 | -33.32 | 06-30-2023 |
