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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | SMALL CP ETF | 301 | $469,954 | 2,155 | 0.00 | 0.00 | -414 | -16.12 | 06-30-2024 |
| AMGEN INC | COM | 302 | $469,925 | 1,504 | 0.00 | 0.00 | -1,442 | -48.95 | 06-30-2024 |
| METTLER TOLEDO INTERNATIONAL | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| COSTCO WHSL CORP NEW | COM | 304 | $464,367 | 546 | 0.00 | 0.00 | -591 | -51.98 | 06-30-2024 |
