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
WATTS WATER TECHNOLOGIES INC CL A Liquidated $0 0 0.00 0.00 -204 -7.58 06-30-2024
ASTRAZENECA PLC SPONSORED ADR 252 $527,190 6,760 0.00 0.00 -3,074 -31.26 06-30-2024
ISHARES TR PFD AND INCM SEC Liquidated $0 0 0.00 0.00 -141 -0.86 06-30-2024
ALIGN TECHNOLOGY INC COM Liquidated $0 0 0.00 0.00 -31 -1.90 06-30-2024
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