News + Filings Holdings
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Lee Financial Co
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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iSHARES TRUST
| IBMM | Common | 0 | -67,920 | 0 | -1,757,091,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Enviva Inc.
| EVA | Common | 0 | -31,551 | 0 | -911,194,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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ADVANCE AUTO PARTS INC
| AAP | Common | 0 | -6,419 | 0 | -780,616,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| ESGU | Common | 0 | -3,000 | 0 | -271,350,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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TEXAS PACIFIC LAND TRUST
| TPL | COM | 0 | -101 | 0 | -171,804,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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DCP Midstream, LP
| DCP | Common | 0 | -3,461 | 0 | -144,393,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Seagate Technology Holdings plc
| STX | Stock | 0 | -1,400 | 0 | -93,548,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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MESABI TRUST
| MSB | Common | 0 | -1,700 | 0 | -42,908,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Chubb Ltd
| CB | COM | 0 | -166 | 0 | -32,373,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Amplify ETF Trust
| DIVO | Common | 0 | -900 | 0 | -31,938,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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TRINITY INDUSTRIES INC
| TRN | Common | 0 | -1,044 | 0 | -25,432,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Arcosa, Inc.
| ACA | Common | 0 | -348 | 0 | -21,963,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Floto Paul Johnstone
| FLOT | ETF | 0 | -400 | 0 | -20,156,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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VANGUARD INDEX FUNDS
| VGT | Common | 0 | -50 | 0 | -19,274,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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MARSH & MCLENNAN COMPANIES, INC.
| MMC | Common | 0 | -105 | 0 | -17,488,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Accenture plc
| ACN | COM | 0 | -41 | 0 | -11,719,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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SPDR SERIES TRUST
| SLY | Common | 0 | -133 | 0 | -11,176,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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SCHWAB STRATEGIC TRUST
| SCHB | Common | 0 | -228 | 0 | -10,910,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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ProShares Trust II
| UVXY | Call | 0 | -2,340 | 0 | -10,881,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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PROLOGIS
| PLD | Common Stock | 0 | -81 | 0 | -10,107,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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SELECT SECTOR SPDR TRUST
| XLV | Common | 0 | -77 | 0 | -9,969,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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UNIFIED SERIES TRUST
| ABEQ | Common | 0 | -355 | 0 | -9,919,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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POWER INTEGRATIONS INC
| POWI | Common | 0 | -115 | 0 | -9,734,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IEUR | Common | 0 | -185 | 0 | -9,691,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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iShares MSCI Japan ETF
| EWJ | common | 0 | -118 | 0 | -6,926,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Cboe Global Markets, Inc.
| CBOE | Common | 0 | -50 | 0 | -6,712,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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SELECT SECTOR SPDR TRUST
| XLY | Common | 0 | -44 | 0 | -6,580,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Endo Pharmaceuticals Solutions Inc.
| IDEV | Common | 0 | -107 | 0 | -6,471,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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FIRST TRUST EXCHANGE TRADED FUND
| QCLN | Common | 0 | -120 | 0 | -6,268,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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SPDR SERIES TRUST
| SDY | Common | 0 | -50 | 0 | -6,186,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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SELECT SECTOR SPDR TRUST
| XLP | Common | 0 | -79 | 0 | -5,903,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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SELECT SECTOR SPDR TRUST
| XLI | OPTIONS | 0 | -56 | 0 | -5,667,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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SELECT SECTOR SPDR TRUST
| XLB | SBI MATERIALS | 0 | -70 | 0 | -5,647,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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SELECT SECTOR SPDR TRUST
| XLC | Common | 0 | -89 | 0 | -5,160,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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SSGA FUNDS MANAGEMENT INC
| XLF | Common | 0 | -158 | 0 | -5,080,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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