Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BAKER TILLY WEALTH MANAGEMENT LLC | 07-18-2024 | 06-30-2024 | 248 | 244,488,776 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SNOWFLAKE INC | CL A | Liquidated | $0 | 0 | 0.01 | 0.01 | -9,999 | -5.30 | 06-30-2024 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 2 | $20,100,546 | 40,191 | 0.01 | 0.00 | 593 | 1.50 | 06-30-2024 |
| MICROSOFT CORP | COM | 3 | $9,202,889 | 20,590 | 0.00 | 0.00 | -27,304 | -57.01 | 06-30-2024 |
| APPLE INC | COM | 4 | $8,440,902 | 40,076 | 0.00 | 0.00 | -31,432 | -43.96 | 06-30-2024 |
