Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SNIDER FINANCIAL GROUP | 04-30-2024 | 03-31-2024 | 60 | 239,879,812 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| HEICO CORP NEW | COM | 101 | $1,546,527 | 8,097 | 0.00 | 8,097 | +Inf | 03-31-2024 | |
| CROWDSTRIKE HLDGS INC | CL A | 102 | $1,521,200 | 4,745 | 0.00 | 4,745 | +Inf | 03-31-2024 | |
| S&P GLOBAL INC | COM | 103 | $1,475,040 | 3,467 | 0.00 | 0.00 | 456 | 15.14 | 03-31-2024 |
| VANECK ETF TRUST | SEMICONDUCTR ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 430 | 5.63 | 03-31-2024 |
