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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | 901 | $2,609 | 47 | 0.00 | 47 | +Inf | 09-30-2023 | |
| ALPHA METALLURGICAL RESOUR I | COM | 902 | $2,603 | 10 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| AXON ENTERPRISE INC | COM | 903 | $2,587 | 13 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| WEC ENERGY GROUP INC | COM | 904 | $2,578 | 32 | 0.00 | 32 | +Inf | 09-30-2023 |
