Position Size ($1000s)
$0
| $1,120
| $619
| 06/30/2023 | 09/30/2023 | 12/31/2023 | Share Count
0
| 26,998
| 13,834
| 06/30/2023 | 09/30/2023 | 12/31/2023 |
|
Entity | 12/31/2023 Amount |
12/31/2023 Position Size ($ in 1000's) |
DBX ETF TR (QARP) |
13,834 |
$619 | QARP | 13,834 | $619 |
|
Entity | 09/30/2023 Amount |
09/30/2023 Position Size ($ in 1000's) |
DBX ETF TR (QARP) |
26,998 |
$1,120 | QARP | 26,998 | $1,120 |
Top Stocks Held at 12/31/2023: AAPL, IVV, MSFT, QQQ, NVDA, More »
Size ($ in 1000's)
At 12/31/2023: $7,993,481 At 09/30/2023: $7,152,579 At 06/30/2023: $7,329,538
Combined Holding Report Includes:
Atria Wealth Solutions Inc. CADARET GRANT & CO. INC. SCF Investment Advisors Inc. NEXT Financial Group Inc CUSO Financial Services L.P. CA Western International Securities Inc.
Atria Wealth Solutions Inc. Top Holdings
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