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 |
