Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FINANCIAL COUNCIL LLC | 08-12-2024 | 06-30-2024 | 81 | 178,813,596 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| UnitedHealth Group Inc | COM | 51 | $421,158 | 827 | 0.00 | 0.00 | 17 | 2.10 | 06-30-2024 |
| Leidos Holdings Inc | COM | 52 | $400,149 | 2,743 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| Bank of America Corp | COM | 53 | $398,268 | 10,014 | 0.00 | 0.00 | -153 | -1.50 | 06-30-2024 |
| The Technology Select Sector SPDR Fund | TECHNOLOGY | 54 | $392,057 | 1,733 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
