Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BLACKROCK INC | 03-31-2024 | 03-31-2024 | 48325 | 4,295,718,804,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | LIFEPATH TGT2060 | 5701 | $736,550 | 25,000 | 0.00 | 0.00 | -25,000 | -50.00 | 03-31-2024 |
| INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | 5702 | $728,147 | 11,054 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| STAR GROUP L P | UNIT LTD PARTNR | 5703 | $720,677 | 71,924 | 0.00 | 0.00 | -8,537 | -10.61 | 03-31-2024 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 5704 | $719,301 | 3,939 | 0.00 | 0.00 | 270 | 7.36 | 03-31-2024 |
