Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CLARUS GROUP INC | 04-22-2024 | 03-31-2024 | 107 | 142,851,143 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN TOWER CORP NEW | COM | 301 | $225,024 | 1,139 | 0.00 | 1,139 | +Inf | 03-31-2024 | |
| BROOKFIELD CORP | CL A LTD VT SH | 302 | $221,042 | 5,279 | 0.00 | 5,279 | +Inf | 03-31-2024 | |
| FIRST TR ENERGY INCOME & GRO | COM | 303 | $179,577 | 10,990 | 0.00 | 0.00 | -415 | -3.64 | 03-31-2024 |
