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 |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHWAB FDT US SC | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| AMERICAN HOMES 4 RENT | CL A | 652 | $309,023 | 8,316 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| CITIGROUP INC | COM NEW | Liquidated | $0 | 0 | 0.00 | 0.00 | -141 | -1.85 | 06-30-2024 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 654 | $303,656 | 1,664 | 0.00 | 0.00 | 272 | 19.54 | 06-30-2024 |
