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 |
