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 |
|---|---|---|---|---|---|---|---|---|---|
| ZOETIS INC | CL A | 651 | $479,443 | 2,756 | 0.00 | 0.00 | 913 | 49.54 | 09-30-2023 |
| STARBUCKS CORP | COM | 652 | $476,138 | 5,217 | 0.00 | 0.00 | -962 | -15.57 | 09-30-2023 |
| INDEXIQ ETF TR | HEDGE MLTI ETF | 653 | $474,793 | 15,811 | 0.00 | 0.00 | -6,716 | -29.81 | 09-30-2023 |
| DELTA AIR LINES INC DEL | COM NEW | 654 | $471,488 | 12,743 | 0.00 | 12,743 | +Inf | 09-30-2023 |
