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 |
|---|---|---|---|---|---|---|---|---|---|
| MCCORMICK & CO INC | COM NON VTG | 701 | $221,829 | 3,127 | 0.00 | 0.00 | -4,758 | -60.34 | 06-30-2024 |
| RENTOKIL INITIAL PLC | SPONSORED ADR | Liquidated | $0 | 0 | 0.00 | 0.00 | -435 | -5.58 | 06-30-2024 |
| MICRON TECHNOLOGY INC | COM | 703 | $220,641 | 1,677 | 0.00 | 1,677 | +Inf | 06-30-2024 | |
| SPDR SER TR | PORTFOLIO SHORT | 704 | $219,839 | 7,402 | 0.00 | 0.00 | -8,884 | -54.55 | 06-30-2024 |
