Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AUTUMN GLORY PARTNERS LLC | 08-01-2024 | 06-30-2024 | 215 | 195,916,765 |
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 | $8,413,807 | 16,823 | 0.00 | 0.00 | 126 | 0.75 | 06-30-2024 |
| MICROSOFT CORP | COM | 2 | $8,269,917 | 18,503 | 0.00 | 0.00 | 288 | 1.58 | 06-30-2024 |
| SPDR S&P 500 ETF TR | TR UNIT | 3 | $7,281,568 | 13,380 | 0.00 | 0.00 | -666 | -4.74 | 06-30-2024 |
| ONEOK INC NEW | COM | 4 | $6,740,619 | 82,656 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
