Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
FREEDOM INVESTMENT MANAGEMENT INC | 11-10-2023 | 09-30-2023 | 687 | 817,420,640 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
ISHARES TR | INTL DEVPPTY ETF | 751 | $409,978 | 16,369 | 0.00 | 0.00 | 1,511 | 10.17 | 09-30-2023 |
AUTODESK INC | COM | 752 | $409,778 | 1,980 | 0.00 | 0.00 | 975 | 97.01 | 09-30-2023 |
ARISTA NETWORKS INC | COM | 753 | $409,423 | 2,226 | 0.00 | 0.00 | -268 | -10.75 | 09-30-2023 |
WEC ENERGY GROUP INC | COM | 754 | $406,698 | 5,049 | 0.00 | 0.00 | -377 | -6.95 | 09-30-2023 |