Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
KEY FINANCIAL INC | 05-01-2024 | 03-31-2024 | 1307 | 365,854,463 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
STANDEX INTL CORP | COM | 951 | $7,602 | 48 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FIRSTENERGY CORP | COM | 952 | $7,589 | 207 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
INVESCO EXCH TRADED FD TR II | S&P SMLCP DISC | 953 | $7,568 | 73 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ISHARES TR | 0-5YR HI YL CP | 954 | $7,515 | 178 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |