Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ASSET DEDICATION LLC | 08-06-2024 | 06-30-2024 | 1195 | 1,441,796,684 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| OMNICOM GROUP INC | COM | 2001 | $4,934 | 55 | 0.00 | 55 | +Inf | 06-30-2024 | |
| INTERPUBLIC GROUP COS INC | COM | 2002 | $4,917 | 169 | 0.00 | 169 | +Inf | 06-30-2024 | |
| FIRST TR EXCHANGE TRADED FD | INDXX NEXTG ETF | 2003 | $4,916 | 60 | 0.00 | 60 | +Inf | 06-30-2024 | |
| INVESCO EXCHANGE TRADED FD T | LEISURE AND ENTE | 2004 | $4,906 | 108 | 0.00 | 108 | +Inf | 06-30-2024 |
