Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
HC FINANCIAL ADVISORS INC | 05-04-2022 | 03-31-2022 | 321 | 167,991,000 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
EBAY INC. | COM | 351 | $4,000 | 78 | 0.00 | 78 | +Inf | 03-31-2022 | |
FOCUS FINL PARTNERS INC | COM CL A | 352 | $4,000 | 94 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2022 |
SELECT SECTOR SPDR TR | SBI INT-UTILS | 353 | $3,000 | 40 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2022 |
ARK ETF TR | NEXT GNRTN INTER | 354 | $3,000 | 38 | 0.00 | 0.09 | -1,375 | -97.31 | 03-31-2022 |