AMERICAN FINANCIAL & TAX STRATEGIES INC

Q1 2024 13F Holdings Report, Stock Holdings

Signature - Title
Robert Braglia - President
Location
New York, NY
Holdings as of
31 Mar 2024
Value $
$186,274,210
Num holdings
91
Filing time
02 Aug 2024, 17:00:55 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included BNDX, SPYG, XSOE, VONG, and SPLV.
Previous filing
Q4 2023 - 06 Aug 2024
Next filing
Q2 2024 - 08 Aug 2024
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2024 Q1 compared to 2023 Q4 by default. Changes are calculated vs the previous SEC filing.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Robert Braglia President New York, New York 02 Aug 2024

We are not sure why the InfoTable Total Value shows: 186274210 after uploading the XML file. However, our intention is to report the Summary Page Table Value of: 183151716 which is the accurate value total based on our report.