Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
NEW PERSPECTIVES INC 01-24-2023 12-31-2022 22 130,429,633
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
SPDR SER TR PORTFOLIO S&P500 1 $36,122,982 803,090 0.03 28.27 64,485 8.73 12-31-2022
WISDOMTREE TR FLOATNG RAT TREA 2 $21,920,738 436,060 0.02 15.10 19,265 4.62 12-31-2022
ISHARES TR CORE MSCI EAFE 3 $18,622,370 302,115 0.01 12.58 50,918 20.27 12-31-2022
INVESCO QQQ TR UNIT SER 1 4 $15,667,678 58,839 0.01 14.04 5,062 9.41 12-31-2022
logo   

Please login to see all results. Signup if you don't have an account.

Login Signup
Debug Info- Version: 2.6