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 |
|---|---|---|---|---|---|---|---|---|---|
| MONDELEZ INTL INC | CL A | 751 | $207,728 | 3,174 | 0.00 | 0.00 | -3,094 | -49.36 | 06-30-2024 |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 752 | $206,115 | 1,221 | 0.00 | 1,221 | +Inf | 06-30-2024 | |
| ISHARES TR | MSCI EAFE ETF | 753 | $205,303 | 2,621 | 0.00 | 0.00 | -2,575 | -49.56 | 06-30-2024 |
| RELX PLC | SPONSORED ADR | 754 | $205,175 | 4,472 | 0.00 | 0.00 | -3,808 | -45.99 | 06-30-2024 |
