Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
FOURTHOUGHT FINANCIAL PARTNERS LLC | 05-14-2024 | 03-31-2024 | 329 | 872,673,137 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
SS&C TECHNOLOGIES HLDGS INC COM | Stock | 101 | $1,867,168 | 29,007 | 0.00 | 0.00 | -575 | -1.94 | 03-31-2024 |
HUBBELL INC COM | Stock | 102 | $1,843,643 | 4,442 | 0.00 | 0.00 | 233 | 5.54 | 03-31-2024 |
BLACKROCK UTILS INFRASTRUCTURE COM | CEF | 103 | $1,831,718 | 84,920 | 0.00 | 0.00 | 3,835 | 4.73 | 03-31-2024 |
VANGUARD INFORMATION TECHNOLOGY ETF | ETF | 104 | $1,755,124 | 3,347 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |