Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ADVOCATE GROUP LLC | 01-19-2024 | 12-31-2023 | 116 | 465,835,973 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| GENERAL MLS INC | COM | 1 | $31,514,317 | 483,794 | 0.01 | 0.01 | -203 | -0.04 | 12-31-2023 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 2 | $14,818,402 | 309,361 | 0.00 | 0.00 | 472 | 0.15 | 12-31-2023 |
| ABBVIE INC | COM | 3 | $12,120,514 | 78,212 | 0.00 | 0.00 | -1,011 | -1.28 | 12-31-2023 |
| INTERNATIONAL BUSINESS MACHS | COM | 4 | $11,532,800 | 70,515 | 0.00 | 0.00 | -530 | -0.75 | 12-31-2023 |
