Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LEE FINANCIAL CO | 11-08-2023 | 09-30-2023 | 1005 | 536,716,321 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCHANGE TRADED FD | ENERGY ALPHADX | 701 | $5,819 | 334 | 0.00 | 334 | +Inf | 09-30-2023 | |
| AUTODESK INC | COM | 702 | $5,794 | 28 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| SIMON PPTY GROUP INC NEW | COM | 703 | $5,726 | 53 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| SPDR INDEX SHS FDS | S&P CHINA ETF | 704 | $5,724 | 80 | 0.00 | 80 | +Inf | 09-30-2023 |
