Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CERTIFIED ADVISORY CORP | 02-09-2024 | 12-31-2023 | 264 | 659,230,293 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AVAGO TECHNOLOGIES LTD | Stock | Liquidated | $0 | 0 | 0.00 | 82 | +Inf | 12-31-2023 | |
| WP CAREY INC COM | REIT | Liquidated | $0 | 0 | 0.00 | 869 | +Inf | 12-31-2023 | |
| KINDER MORGAN INC | Stock | Liquidated | $0 | 0 | 0.00 | 3,159 | +Inf | 12-31-2023 |
