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
logo   

Please upgrade to premium to see all results. Signup if you don't have an account.

Login Signup
Debug Info- Version: 2.6