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 |
|---|---|---|---|---|---|---|---|---|---|
| VEEVA SYS INC | CL A COM | 51 | $3,263,585 | 14,086 | 0.00 | 0.00 | 2,539 | 21.99 | 03-31-2024 |
| WALMART INC | COM | 52 | $2,978,796 | 49,506 | 0.00 | 0.00 | 33,579 | 210.83 | 03-31-2024 |
| ASPEN TECHNOLOGY INC | COM | 53 | $2,778,736 | 13,029 | 0.00 | 0.00 | -3,473 | -21.05 | 03-31-2024 |
| ISHARES TR | ISHARES BIOTECH | 54 | $2,748,517 | 20,030 | 0.00 | 0.00 | 5,030 | 33.53 | 03-31-2024 |
