Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
JT STRATFORD LLC | 02-14-2024 | 12-31-2023 | 239 | 437,256,214 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
NEXTERA ENERGY INC | COM | 351 | $265,252 | 4,367 | 0.00 | 0.00 | -1,200 | -21.56 | 12-31-2023 |
ISHARES TR | MSCI ACWI EX US | 352 | $261,325 | 5,120 | 0.00 | 0.00 | -524 | -9.28 | 12-31-2023 |
UBER TECHNOLOGIES INC | COM | 353 | $256,932 | 4,173 | 0.00 | 4,173 | +Inf | 12-31-2023 | |
AMERICAN ELEC PWR CO INC | COM | 354 | $256,736 | 3,161 | 0.00 | 3,161 | +Inf | 12-31-2023 |