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 |
|---|---|---|---|---|---|---|---|---|---|
| SIMON PPTY GROUP INC NEW | COM | 501 | $310,127 | 2,043 | 0.00 | 0.00 | -4,428 | -68.43 | 06-30-2024 |
| J P MORGAN EXCHANGE TRADED F | BETABULDRS JAPAN | 502 | $309,801 | 5,490 | 0.00 | 0.00 | -10,667 | -66.02 | 06-30-2024 |
| AMETEK INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 217 | 14.70 | 06-30-2024 |
| BLACKROCK INC | COM | 504 | $309,417 | 393 | 0.00 | 0.00 | -88 | -18.30 | 06-30-2024 |
