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 |
|---|---|---|---|---|---|---|---|---|---|
| GE VERNOVA INC | COM | 251 | $282,820 | 1,649 | 0.00 | 1,649 | +Inf | 06-30-2024 | |
| GENERAL MTRS CO | COM | 252 | $279,875 | 6,024 | 0.00 | 0.00 | 1,377 | 29.63 | 06-30-2024 |
| HUMANA INC | COM | 253 | $278,743 | 746 | 0.00 | 746 | +Inf | 06-30-2024 | |
| MODERNA INC | COM | 254 | $274,194 | 2,309 | 0.00 | 2,309 | +Inf | 06-30-2024 |
