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 |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN EXPRESS CO | COM | 651 | $235,255 | 1,016 | 0.00 | 0.00 | -3,386 | -76.92 | 06-30-2024 |
| OKTA INC | CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ISHARES TR | CORE S&P TTL STK | 653 | $233,843 | 1,969 | 0.00 | 0.00 | -5 | -0.25 | 06-30-2024 |
| PROLOGIS INC. | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -937 | -34.30 | 06-30-2024 |
