Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CRA FINANCIAL SERVICES LLC | 04-17-2024 | 03-31-2024 | 244 | 460,359,900 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INNOVATOR ETFS TRUST | US EQTY BUF NOV | 151 | $427,969 | 11,730 | 0.00 | 0.00 | -5,050 | -30.10 | 03-31-2024 |
| FEDEX CORP | COM | 152 | $420,215 | 1,450 | 0.00 | 0.00 | -214 | -12.86 | 03-31-2024 |
| OCEANFIRST FINL CORP | COM | 153 | $417,689 | 25,453 | 0.00 | 0.00 | 835 | 3.39 | 03-31-2024 |
| COINBASE GLOBAL INC | COM CL A | 154 | $408,020 | 1,539 | 0.00 | 0.00 | -1,280 | -45.41 | 03-31-2024 |
