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 |
|---|---|---|---|---|---|---|---|---|---|
| AMDOCS LTD | SHS | Liquidated | $0 | 0 | 0.00 | 0.00 | -19 | -0.67 | 06-30-2024 |
| ECOLAB INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -13 | -1.17 | 06-30-2024 |
| PRICE T ROWE GROUP INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -429 | -17.07 | 06-30-2024 |
| ISHARES TR | ESG MSCI USA ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | -654 | -10.44 | 06-30-2024 |
