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
AMERN TOWER CORP REIT REIT Liquidated $0 0 0.00 39 +Inf 12-31-2023
SPDR S&P BIOTECH ETF ETF Liquidated $0 0 0.00 94 +Inf 12-31-2023
DEFIANCE NEXT GEN CONNECTIVITY ETF ETF Liquidated $0 0 0.00 214 +Inf 12-31-2023
TARGET CORP Stock Liquidated $0 0 0.00 46 +Inf 12-31-2023
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