Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BFSG LLC | 07-29-2024 | 06-30-2024 | 622 | 789,248,656 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES BITCOIN TR | SHS | 501 | $46,431 | 1,360 | 0.00 | 0.00 | 350 | 34.65 | 06-30-2024 |
| MICROCHIP TECHNOLOGY INC. | COM | 502 | $45,750 | 500 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| WELLS FARGO CO NEW | COM | 503 | $45,731 | 770 | 0.00 | 0.00 | 1 | 0.13 | 06-30-2024 |
| ISHARES INC | ESG AWR MSCI EM | 504 | $42,651 | 1,272 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
