Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| VAHANIAN & ASSOCIATES FINANCIAL PLANNING INC | 10-19-2023 | 09-30-2023 | 60 | 31,127,818 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | S&P REGL BKG | 51 | $448,693 | 10,742 | 0.00 | 0.00 | -5,550 | -34.07 | 09-30-2023 |
| PALANTIR TECHNOLOGIES INC | CL A | 52 | $443,840 | 27,740 | 0.00 | 27,740 | +Inf | 09-30-2023 | |
| ISHARES TR | U.S. FINLS ETF | 53 | $428,749 | 5,735 | 0.00 | 0.00 | -46 | -0.80 | 09-30-2023 |
| NUSHARES ETF TR | NUVEEN ESG SMLCP | 54 | $407,150 | 11,693 | 0.00 | 0.00 | -63 | -0.54 | 09-30-2023 |
