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  Name: Lee Financial Group Hawaii Inc.
  City: Honolulu
  State: HI
  Zip: 96816
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $127,829,000
  Total Value Change : $10,387,000
  Securities Held Change : -2
   
All Securities Held : 28
  New Positions : 1
  Closed Positions : 3
  Increased Positions : 21
  Unchanged Positions : 1
  Decreased Positions : 5

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Holdings Found : 1     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (PEAK)1 Year Chart         PEAK Healthpeak Properties 24 New $35.78 $547,000 29,165 0.43% 547,000 29,165 0.005    REIT - Healthcare Fac...
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