Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
PARALLEL ADVISORS LLC | 08-04-2023 | 06-30-2023 | 3385 | 3,105,809,094 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
SOUTHERN CO COM | Stock | 401 | $703,465 | 10,013 | 0.00 | 0.00 | 741 | 7.99 | 06-30-2023 |
ISHARES CORE DIVIDEND GROWTH ETF | ETF | 402 | $701,248 | 13,608 | 0.00 | 0.00 | 79 | 0.58 | 06-30-2023 |
CONSOLIDATED EDISON INC COM | Stock | 403 | $695,577 | 7,694 | 0.00 | 0.00 | -849 | -9.94 | 06-30-2023 |
SEMPRA ENERGY | Stock | 404 | $692,804 | 4,758 | 0.00 | 0.00 | 250 | 5.55 | 06-30-2023 |