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 |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | 51 | $8,828,706 | 352,162 | 0.00 | 0.00 | 67,392 | 23.67 | 06-30-2024 |
| GENERAL DYNAMICS CORP | COM | 52 | $8,050,141 | 28,801 | 0.00 | 0.00 | -35 | -0.12 | 06-30-2024 |
| ISHARES INC | MSCI EMERG MRKT | 53 | $7,290,175 | 125,671 | 0.00 | 0.00 | 700 | 0.56 | 06-30-2024 |
| SPDR SER TR | NUVEEN BLMBRG SH | 54 | $6,806,706 | 144,088 | 0.00 | 0.00 | -375 | -0.26 | 06-30-2024 |
