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 EQT PWR BUF | 201 | $314,570 | 9,365 | 0.00 | 0.00 | -11,200 | -54.46 | 03-31-2024 |
| SELECTIVE INS GROUP INC | COM | 202 | $313,645 | 2,873 | 0.00 | 0.00 | -50 | -1.71 | 03-31-2024 |
| GOLDMAN SACHS GROUP INC | COM | 203 | $312,683 | 749 | 0.00 | 0.00 | -6 | -0.79 | 03-31-2024 |
| EXELON CORP | COM | 204 | $311,718 | 8,297 | 0.00 | 0.00 | -662 | -7.39 | 03-31-2024 |
