Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| APELLA CAPITAL LLC | 07-10-2024 | 06-30-2024 | 307 | 2,236,511,051 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | ESG AWARE MSCI | 101 | $2,188,849 | 57,556 | 0.00 | 0.00 | 1,166 | 2.07 | 06-30-2024 |
| ISHARES INC | CORE MSCI EMKT | 102 | $2,142,204 | 38,956 | 0.00 | 0.00 | -788 | -1.98 | 06-30-2024 |
| COSTCO WHSL CORP NEW | COM | 103 | $2,102,628 | 2,371 | 0.00 | 0.00 | -252 | -9.61 | 06-30-2024 |
| AMERICAN CENTY ETF TR | AVANTIS CORE FI | 104 | $2,101,993 | 51,337 | 0.00 | 0.00 | -8,368 | -14.02 | 06-30-2024 |
