Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AUTUMN GLORY PARTNERS LLC | 04-30-2024 | 03-31-2024 | 214 | 204,418,076 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 1 | $8,026,364 | 16,697 | 0.00 | 0.00 | 4 | 0.02 | 03-31-2024 |
| MICROSOFT CORP | COM | 2 | $7,663,415 | 18,215 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SPDR S&P 500 ETF TR | TR UNIT | 3 | $7,347,041 | 14,046 | 0.00 | 0.00 | 666 | 4.98 | 03-31-2024 |
| ONEOK INC NEW | COM | 4 | $6,626,554 | 82,656 | 0.00 | 0.00 | -68 | -0.08 | 03-31-2024 |
