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 |
|---|---|---|---|---|---|---|---|---|---|
| GLOBAL X FDS | MSCI CHINA CNSMR | 401 | $217,472 | 12,055 | 0.00 | 0.01 | 0 | 0.00 | 06-30-2023 |
| EQT CORP | COM | 402 | $216,467 | 5,263 | 0.00 | 5,263 | +Inf | 06-30-2023 | |
| UNITEDHEALTH GROUP INC | COM | 403 | $215,786 | 449 | 0.00 | 449 | +Inf | 06-30-2023 | |
| ISHARES TR | CORE DIV GRWTH | 404 | $212,819 | 4,130 | 0.00 | 4,130 | +Inf | 06-30-2023 |
