Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| EVERHART FINANCIAL GROUP INC | 07-24-2024 | 06-30-2024 | 293 | 385,356,633 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WESTERN DIGITAL CORP. | COM | 151 | $560,546 | 7,398 | 0.00 | 0.00 | 1,573 | 27.00 | 06-30-2024 |
| ISHARES TR | MSCI USA MIN VOL | 152 | $558,922 | 6,657 | 0.00 | 0.00 | -247 | -3.58 | 06-30-2024 |
| HILTON WORLDWIDE HLDGS INC | COM | 153 | $557,719 | 2,556 | 0.00 | 0.00 | 288 | 12.70 | 06-30-2024 |
| EXP WORLD HLDGS INC | COM | 154 | $556,136 | 49,281 | 0.00 | 0.00 | 11 | 0.02 | 06-30-2024 |
