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 |
|---|---|---|---|---|---|---|---|---|---|
| AMPLIFY ETF TR | HIGH INCOME | 701 | $435,845 | 39,230 | 0.00 | 0.00 | -7,035 | -15.21 | 09-30-2023 |
| COLUMBIA ETF TR I | SHORT DURATION | 702 | $434,429 | 24,367 | 0.00 | 24,367 | +Inf | 09-30-2023 | |
| ILLUMINA INC | COM | 703 | $434,197 | 3,163 | 0.00 | 0.00 | 254 | 8.73 | 09-30-2023 |
| FACTSET RESH SYS INC | COM | 704 | $434,140 | 993 | 0.00 | 0.00 | 46 | 4.86 | 09-30-2023 |
