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 |
|---|---|---|---|---|---|---|---|---|---|
| SCHLUMBERGER LTD | COM STK | 201 | $406,833 | 8,623 | 0.00 | 0.00 | 131 | 1.54 | 06-30-2024 |
| ISHARES INC | CORE MSCI EMKT | 202 | $399,601 | 7,465 | 0.00 | 0.00 | -219 | -2.85 | 06-30-2024 |
| SCHWAB STRATEGIC TR | SCHWB FDT INT LG | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| VERIZON COMMUNICATIONS INC | COM | 204 | $394,873 | 9,575 | 0.00 | 0.00 | 2,357 | 32.65 | 06-30-2024 |
