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 TR | IBONDS DEC 29 | 151 | $390,695 | 17,234 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| BLACKSTONE INC | COM | 152 | $389,351 | 3,145 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| VANGUARD INDEX FDS | SMALL CP ETF | 153 | $389,201 | 1,785 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| TOPBUILD CORP | COM | 154 | $385,270 | 1,000 | 0.00 | 1,000 | +Inf | 06-30-2024 |
