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 |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL STP | 801 | $380,163 | 12,655 | 0.00 | 12,655 | +Inf | 09-30-2023 | |
| CRISPR THERAPEUTICS AG | NAMEN AKT | 802 | $379,890 | 8,369 | 0.00 | 0.00 | -699 | -7.71 | 09-30-2023 |
| SPDR SER TR | S&P METALS MNG | 803 | $375,625 | 7,155 | 0.00 | 0.00 | -563 | -7.29 | 09-30-2023 |
| KIMBERLY-CLARK CORP | COM | 804 | $374,917 | 3,102 | 0.00 | 0.00 | -106 | -3.30 | 09-30-2023 |
