Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CYPRESS CAPITAL LLC | 08-14-2024 | 06-30-2024 | 384 | 334,836,439 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 101 | $1,147,541 | 2,097 | 0.00 | 0.00 | -760 | -26.60 | 06-30-2024 |
| KORN FERRY | COM NEW | 102 | $1,016,567 | 15,141 | 0.00 | 0.00 | -2,187 | -12.62 | 06-30-2024 |
| ISHARES INC | MSCI GBL MIN VOL | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| UNITEDHEALTH GROUP INC | COM | 104 | $926,344 | 1,819 | 0.00 | 0.00 | -338 | -15.67 | 06-30-2024 |
