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 |
|---|---|---|---|---|---|---|---|---|---|
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | 51 | $1,508,554 | 29,946 | 0.00 | 0.00 | 19,275 | 180.63 | 06-30-2024 |
| PROCTER AND GAMBLE CO | COM | 52 | $1,430,619 | 8,675 | 0.00 | 0.00 | -10,302 | -54.29 | 06-30-2024 |
| BROADCOM INC | COM | 53 | $1,403,375 | 874 | 0.00 | 0.00 | -391 | -30.91 | 06-30-2024 |
| DISNEY WALT CO | COM | 54 | $1,400,560 | 14,106 | 0.00 | 0.00 | -17,939 | -55.98 | 06-30-2024 |
