Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
PSI ADVISORS LLC | 04-24-2024 | 03-31-2024 | 1623 | 276,746,916 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
MANULIFE FINANCIAL | Common Stock | 601 | $23,940 | 958 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ALTRIA GROUP | Common Stock | 602 | $23,904 | 548 | 0.00 | 0.00 | -147 | -21.15 | 03-31-2024 |
ISHARES S&P | MF Closed and MF Open | 603 | $23,600 | 200 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SELECT SECTOR | MF Closed and MF Open | 604 | $23,518 | 288 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |