Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
COURIER CAPITAL LLC 01-08-2024 12-31-2023 357 1,317,399,913
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ISHARES TR S&P 500 GRWT ETF 1 $80,376,486 1,070,259 0.01 0.01 -7,008 -0.65 12-31-2023
ISHARES TR CORE S&P500 ETF 2 $69,162,988 144,805 0.01 0.01 -5,276 -3.52 12-31-2023
APPLE INC COM 3 $64,072,575 332,793 0.00 0.00 -9,141 -2.67 12-31-2023
ISHARES TR S&P 500 VAL ETF 4 $52,305,948 300,799 0.00 0.00 -2,085 -0.69 12-31-2023
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