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 |
|---|---|---|---|---|---|---|---|---|---|
| BIOGEN INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -30 | -1.04 | 06-30-2024 |
| ISHARES TR | RUS MDCP VAL ETF | 202 | $614,204 | 5,087 | 0.00 | 0.00 | -4,555 | -47.24 | 06-30-2024 |
| ISHARES TR | 1 3 YR TREAS BD | Liquidated | $0 | 0 | 0.00 | 0.00 | 569 | 8.25 | 06-30-2024 |
| BAXTER INTL INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 240 | 1.71 | 06-30-2024 |
