Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ENDURANCE WEALTH MANAGEMENT INC | 08-08-2023 | 06-30-2023 | 775 | 731,084,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETF | ETF | 501 | $21,000 | 700 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| SAP SE SPON ADR | ADR | 502 | $21,000 | 156 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| GSK PLC SPONSORED ADR | ADR | 503 | $21,000 | 587 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| BHP GROUP LTD SPONSORED ADS | ADR | 504 | $21,000 | 351 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
