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 |
|---|---|---|---|---|---|---|---|---|---|
| F5 INC | COM | 151 | $66,136 | 384 | 0.00 | 384 | +Inf | 06-30-2024 | |
| TIDAL TR II | ROUNDHILL GENER | 152 | $47,757 | 1,280 | 0.00 | 1,280 | +Inf | 06-30-2024 | |
| GLOBAL X FDS | GLBL X MLP ETF | 153 | $42,777 | 882 | 0.00 | 882 | +Inf | 06-30-2024 | |
| FIRST TR EXCHANGE-TRADED FD | NASDQ ARTFCIAL | 154 | $40,308 | 952 | 0.00 | 952 | +Inf | 06-30-2024 |
