Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
FINANCIAL ENHANCEMENT GROUP LLC | 04-15-2024 | 03-31-2024 | 114 | 608,534,816 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
TAYLOR MORRISON HOME CORP | COM | 51 | $5,962,269 | 104,988 | 0.00 | 0.00 | 10,925 | 11.61 | 03-31-2024 |
DOVER CORP | COM | 52 | $5,712,338 | 33,200 | 0.00 | 0.00 | -1,032 | -3.01 | 03-31-2024 |
MERCK & CO INC | COM | 53 | $5,565,828 | 44,265 | 0.00 | 0.00 | -205 | -0.46 | 03-31-2024 |
ISHARES TR | MSCI ACWI ETF | 54 | $5,551,499 | 51,724 | 0.00 | 0.00 | 910 | 1.79 | 03-31-2024 |