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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES INC | CORE MSCI EMKT | 101 | $561,150 | 10,875 | 0.00 | 10,875 | +Inf | 03-31-2024 | |
| TRIPADVISOR INC | COM | 102 | $542,878 | 19,535 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | IBONDS DEC2026 | 103 | $533,477 | 22,368 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | IBONDS 27 ETF | 104 | $532,073 | 22,356 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
