Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
FORD FINANCIAL GROUP LLC | 05-11-2023 | 03-31-2023 | 7 | 2,358,708 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
SPDR SER TR | PRTFLO S&P500 VL | 51 | $495,063 | 12,158 | 0.02 | 0.01 | -825,457 | -98.55 | 03-31-2023 |