Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CASSIA CAPITAL PARTNERS LLC | 04-22-2024 | 03-31-2024 | 62 | 150,471,909 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ILLINOIS TOOL WKS INC | COM | 251 | $265,110 | 988 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| EMERSON ELEC CO | COM | 252 | $230,367 | 2,031 | 0.00 | 2,031 | +Inf | 03-31-2024 | |
| ISHARES TR | RUS 1000 VAL ETF | 253 | $206,985 | 1,156 | 0.00 | 1,156 | +Inf | 03-31-2024 |
