Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BROWN FINANCIAL ADVISORS | 08-29-2024 | 06-30-2024 | 219 | 223,766,880 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CONSTELLATION BRANDS INC | CL A | 101 | $710,350 | 2,761 | 0.00 | 2,761 | +Inf | 06-30-2024 | |
| CHUBB LIMITED | COM | 102 | $708,867 | 2,779 | 0.00 | 2,779 | +Inf | 06-30-2024 | |
| METLIFE INC | COM | 103 | $707,375 | 10,078 | 0.00 | 10,078 | +Inf | 06-30-2024 | |
| PFIZER INC | COM | 104 | $705,208 | 25,204 | 0.00 | 25,204 | +Inf | 06-30-2024 |
