Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CHOREO LLC | 05-01-2024 | 03-31-2024 | 665 | 3,894,759,442 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| KELLANOVA | COM | 651 | $226,697 | 3,959 | 0.00 | 0.00 | 241 | 6.48 | 03-31-2024 |
| AXON ENTERPRISE INC | COM | 652 | $225,875 | 722 | 0.00 | 722 | +Inf | 03-31-2024 | |
| VANGUARD WORLD FD | UTILITIES ETF | 653 | $224,991 | 1,578 | 0.00 | 0.00 | -199 | -11.20 | 03-31-2024 |
| FIRST TR EXCHANGE-TRADED FD | RISNG DIVD ACHIV | 654 | $224,343 | 3,994 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
