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 |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | REAL ESTATE ETF | 151 | $1,145,886 | 27,712 | 0.00 | 0.00 | -87 | -0.31 | 06-30-2024 |
| AUTOMATIC DATA PROCESSING IN | COM | 152 | $1,079,431 | 4,599 | 0.00 | 0.00 | 804 | 21.19 | 06-30-2024 |
| META PLATFORMS INC | CL A | 153 | $1,075,949 | 2,030 | 0.00 | 0.00 | -12 | -0.59 | 06-30-2024 |
| J P MORGAN EXCHANGE TRADED F | DIV RTN INT EQ | 154 | $1,039,229 | 18,552 | 0.00 | 0.00 | -160 | -0.86 | 06-30-2024 |
