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 |
|---|---|---|---|---|---|---|---|---|---|
| COOPER COS INC | COM | Liquidated | $0 | 0 | 0.00 | 7,035 | +Inf | 06-30-2024 | |
| ZOETIS INC | CL A | 152 | $713,054 | 4,113 | 0.00 | 0.00 | -10,460 | -71.78 | 06-30-2024 |
| METLIFE INC | COM | 153 | $712,454 | 10,150 | 0.00 | 0.00 | -6,554 | -39.24 | 06-30-2024 |
| SERVISFIRST BANCSHARES INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 247 | 2.38 | 06-30-2024 |
