Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
SAFEGUARD FINANCIAL LLC | 01-30-2024 | 12-31-2023 | 79 | 264,101,217 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
CLOROX CO | Stock | Liquidated | $0 | 0 | 0.02 | 277 | +Inf | 12-31-2023 | |
ABBOTT LABORATORIES | Stock | Liquidated | $0 | 0 | 0.02 | 411 | +Inf | 12-31-2023 | |
ANALOG DEVICES INC | Stock | Liquidated | $0 | 0 | 0.02 | 222 | +Inf | 12-31-2023 | |
BANK OF AMERICA CORP | Stock | Liquidated | $0 | 0 | 0.02 | 1,497 | +Inf | 12-31-2023 |