Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BAKER TILLY WEALTH MANAGEMENT LLC | 05-09-2024 | 03-31-2024 | 414 | 553,102,172 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SNOWFLAKE INC | CL A | 1 | $28,859,336 | 178,585 | 0.01 | 0.01 | -9,999 | -5.30 | 03-31-2024 |
| MICROSOFT CORP | COM | 2 | $20,150,000 | 47,894 | 0.00 | 0.00 | -2,150 | -4.30 | 03-31-2024 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 3 | $19,878,057 | 394,015 | 0.00 | 0.00 | 24,379 | 6.60 | 03-31-2024 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 4 | $19,034,793 | 39,598 | 0.00 | 0.00 | 2,721 | 7.38 | 03-31-2024 |
