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 |
|---|---|---|---|---|---|---|---|---|---|
| DARDEN RESTAURANTS INC | COM | 301 | $293,636 | 2,093 | 0.00 | 2,093 | +Inf | 06-30-2024 | |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | 302 | $292,510 | 5,981 | 0.00 | 0.00 | 1,354 | 29.26 | 06-30-2024 |
| BANC OF CALIFORNIA INC | COM | 303 | $292,463 | 23,341 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ISHARES TR | GLOBAL REIT ETF | 304 | $291,101 | 12,483 | 0.00 | 0.00 | -1,948 | -13.50 | 06-30-2024 |
