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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES INC | CORE MSCI EMKT | 101 | $582,139 | 10,875 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| AT&T INC | COM | 102 | $573,300 | 30,000 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| MCDONALDS CORP | COM | 103 | $527,774 | 2,071 | 0.00 | 0.00 | 197 | 10.51 | 06-30-2024 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 104 | $526,839 | 2,886 | 0.00 | 0.00 | 106 | 3.81 | 06-30-2024 |
