Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SAFEGUARD FINANCIAL LLC | 01-30-2024 | 12-31-2023 | 79 | 264,101,217 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| HUBBELL INC | Stock | Liquidated | $0 | 0 | 0.01 | 38 | +Inf | 12-31-2023 | |
| DOMINION ENERGY INC | Stock | Liquidated | $0 | 0 | 0.01 | 241 | +Inf | 12-31-2023 | |
| ISHARES SELECT DIVIDEND ETF | ETF | Liquidated | $0 | 0 | 0.01 | 108 | +Inf | 12-31-2023 | |
| FIDELITY MSCI UTILITIES INDX ETF | ETF | Liquidated | $0 | 0 | 0.01 | 293 | +Inf | 12-31-2023 |
