Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
ENDURANCE WEALTH MANAGEMENT INC | 08-08-2023 | 06-30-2023 | 775 | 731,084,000 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
CORNING INC COM | Stock | 751 | $2,000 | 53 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
COINBASE GLOBAL INC COM CL A | Stock | 752 | $2,000 | 21 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
CERENCE INC COM | Stock | 753 | $2,000 | 68 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
CARNIVAL CORP | Stock | 754 | $2,000 | 100 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |