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 |
|---|---|---|---|---|---|---|---|---|---|
| BIOGEN INC | COM | 951 | $2,057 | 8 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| ISHARES TR | MSCI USA MIN VOL | 952 | $2,051 | 28 | 0.00 | 0.00 | -429 | -93.87 | 09-30-2023 |
| ETF MANAGERS TR | TREATMENTS TSTNG | 953 | $2,041 | 114 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| SNAP ON INC | COM | 954 | $2,041 | 8 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
