Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
KISTLER-TIFFANY COMPANIES LLC | 05-03-2023 | 03-31-2023 | 793 | 525,770,519 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
FIRST TR EXCHANGE TRADED FD | INDXX NEXTG ETF | 851 | $3,220 | 46 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
COMPASS PATHWAYS PLC | SPONSORED ADS | 852 | $3,218 | 324 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
SPDR SER TR | BBG CONV SEC ETF | 853 | $3,019 | 45 | 0.00 | 45 | +Inf | 03-31-2023 | |
ISHARES TR | IBOXX HI YD ETF | 854 | $2,947 | 39 | 0.00 | 39 | +Inf | 03-31-2023 |