Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ENDURANCE WEALTH MANAGEMENT INC | 08-08-2023 | 06-30-2023 | 775 | 731,084,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIAGEO PLC | ADR | 401 | $46,000 | 268 | 0.01 | 0.01 | 0 | 0.00 | 06-30-2023 |
| HUMANA INC COM | Stock | 402 | $45,000 | 100 | 0.01 | 0.01 | 0 | 0.00 | 06-30-2023 |
| AES CORP | Stock | 403 | $45,000 | 2,162 | 0.01 | 0.07 | 0 | 0.00 | 06-30-2023 |
| ISHARES MSCI USA MIN VOL FACTOR ETF | ETF | 404 | $45,000 | 600 | 0.01 | 0.01 | 0 | 0.00 | 06-30-2023 |
