Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ALLEGHENY FINANCIAL GROUP LTD | 02-08-2024 | 12-31-2023 | 209 | 311,393,755 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| THE CIGNA GROUP | COM | 51 | $1,150,566 | 3,842 | 0.00 | 3,842 | +Inf | 12-31-2023 | |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 52 | $1,135,101 | 7,193 | 0.00 | 0.00 | 1,411 | 24.40 | 12-31-2023 |
| ISHARES TR | RUS MD CP GR ETF | 53 | $1,088,231 | 10,418 | 0.00 | 0.00 | 3,657 | 54.09 | 12-31-2023 |
| VERIZON COMMUNICATIONS INC | COM | 54 | $1,076,655 | 28,558 | 0.00 | 0.00 | 2,069 | 7.81 | 12-31-2023 |
