Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| INSIGHT 2811 INC | 11-14-2023 | 09-30-2023 | 81 | 176,142,997 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | COM | 51 | $496,839 | 3,426 | 0.00 | 0.00 | -72 | -2.06 | 09-30-2023 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 52 | $492,490 | 6,960 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| EAGLE MATLS INC | COM | 53 | $491,234 | 2,950 | 0.00 | 0.00 | -200 | -6.35 | 09-30-2023 |
| ALPHABET INC | CAP STK CL A | 54 | $467,301 | 3,571 | 0.00 | 0.00 | 96 | 2.76 | 09-30-2023 |
