Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BRAUN-BOSTICH & ASSOCIATES INC | 04-29-2024 | 03-31-2024 | 125 | 119,448,426 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| UBER TECHNOLOGIES INC | COM | 101 | $326,746 | 4,244 | 0.00 | 0.00 | -1,222 | -22.36 | 03-31-2024 |
| ISHARES TR | RUS MD CP GR ETF | 102 | $325,756 | 2,854 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SPDR SER TR | S&P 600 SMCP VAL | 103 | $323,873 | 3,904 | 0.00 | 3,904 | +Inf | 03-31-2024 | |
| ISHARES TR | CORE US AGGBD ET | 104 | $319,676 | 3,264 | 0.00 | 0.00 | -48,317 | -93.67 | 03-31-2024 |
