Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BILTMORE FAMILY OFFICE LLC | 08-07-2024 | 06-30-2024 | 249 | 543,214,978 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN TOWER CORP NEW | COM | 251 | $227,948 | 1,163 | 0.00 | 1,163 | +Inf | 06-30-2024 | |
| AIR PRODS & CHEMS INC | COM | 252 | $222,697 | 863 | 0.00 | 863 | +Inf | 06-30-2024 | |
| AMERICAN ELEC PWR CO INC | COM | 253 | $213,998 | 2,439 | 0.00 | 2,439 | +Inf | 06-30-2024 | |
| PROGRESSIVE CORP | COM | 254 | $213,318 | 1,027 | 0.00 | 1,027 | +Inf | 06-30-2024 |
