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
ISHARES TR CORE DIV GRWTH 351 $424,010 7,360 0.00 0.00 -12,675 -63.26 06-30-2024
INTUITIVE SURGICAL INC COM NEW 352 $423,497 952 0.00 0.00 -558 -36.95 06-30-2024
CAPITAL ONE FINL CORP COM 353 $420,252 3,035 0.00 0.00 -868 -22.24 06-30-2024
KEYSIGHT TECHNOLOGIES INC COM Liquidated $0 0 0.00 0.00 -71 -2.58 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