Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BLUEPRINT INVESTMENT PARTNERS LLC | 08-14-2024 | 06-30-2024 | 124 | 462,040,518 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| McDonald's Corporation | COM | Liquidated | $0 | 0 | 0.00 | 1,415 | +Inf | 06-30-2024 | |
| International Business Machines | COM | 702 | $378,336 | 2,188 | 0.00 | 0.00 | -1,109 | -33.64 | 06-30-2024 |
| CVS Health Corp | COM | Liquidated | $0 | 0 | 0.00 | 4,724 | +Inf | 06-30-2024 | |
| Citigroup Inc | COM | 704 | $373,526 | 5,886 | 0.00 | 0.00 | 1,090 | 22.73 | 06-30-2024 |
