Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
CERTIFIED ADVISORY CORP | 02-09-2024 | 12-31-2023 | 264 | 659,230,293 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
EMERSON ELEC CO COM | Stock | Liquidated | $0 | 0 | 0.00 | 356 | +Inf | 12-31-2023 | |
HEALTH CARE PPTY INVS INC | REIT | Liquidated | $0 | 0 | 0.00 | 0.01 | 367 | 38.47 | 12-31-2023 |
FIRSTENERGY CORP | Stock | Liquidated | $0 | 0 | 0.00 | 679 | +Inf | 12-31-2023 |