Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CONTINUUM ADVISORY LLC | 02-14-2024 | 12-31-2023 | 451 | 702,949,664 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | MSCI USA MIN VOL | 401 | $434,937 | 5,578 | 0.00 | 0.00 | -6,741 | -54.72 | 12-31-2023 |
| GENERAL MLS INC | COM | 402 | $426,797 | 6,555 | 0.00 | 0.00 | -592 | -8.28 | 12-31-2023 |
| UNILEVER PLC | SPON ADR NEW | 403 | $425,166 | 8,770 | 0.00 | 0.00 | -3,146 | -26.40 | 12-31-2023 |
| MORGAN STANLEY | COM NEW | 404 | $423,158 | 4,531 | 0.00 | 0.00 | 120 | 2.72 | 12-31-2023 |
