Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CURI RMB CAPITAL LLC | 08-13-2024 | 06-30-2024 | 526 | 4,170,659,603 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| RANGE RES CORP | COM | 101 | $13,348,904 | 398,118 | 0.00 | 0.00 | 79,098 | 24.79 | 06-30-2024 |
| ISHARES TR | RUS MD CP GR ETF | 102 | $13,247,820 | 120,052 | 0.00 | 0.00 | 19,790 | 19.74 | 06-30-2024 |
| POTLATCHDELTIC CORPORATION | COM | 103 | $13,159,913 | 334,093 | 0.00 | 0.00 | 20,146 | 6.42 | 06-30-2024 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 104 | $13,012,502 | 274,236 | 0.00 | 0.00 | 269,089 | 5228.07 | 06-30-2024 |
