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 |
|---|---|---|---|---|---|---|---|---|---|
| ORACLE CORP | COM | 251 | $3,314,247 | 23,472 | 0.00 | 0.00 | -13,529 | -36.56 | 06-30-2024 |
| OLD DOMINION FREIGHT LINE IN | COM | 252 | $3,269,219 | 18,512 | 0.00 | 0.00 | 10,800 | 140.04 | 06-30-2024 |
| SMUCKER J M CO | COM NEW | 253 | $3,267,166 | 29,963 | 0.00 | 29,963 | +Inf | 06-30-2024 | |
| ISHARES TR | RUSSELL 3000 ETF | 254 | $3,241,676 | 10,502 | 0.00 | 0.00 | 5,037 | 92.17 | 06-30-2024 |
