Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
FREEDOM INVESTMENT MANAGEMENT INC 11-10-2023 09-30-2023 687 817,420,640
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ISHARES TR US AER DEF ETF 501 $686,251 6,476 0.00 0.00 -5,415 -45.54 09-30-2023
TRACTOR SUPPLY CO COM 502 $685,311 3,375 0.00 0.00 -374 -9.98 09-30-2023
VALERO ENERGY CORP COM 503 $681,002 4,806 0.00 0.00 -2,842 -37.16 09-30-2023
MONGODB INC CL A 504 $680,894 1,969 0.00 0.00 1,128 134.13 09-30-2023
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