Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
FOURTHOUGHT FINANCIAL PARTNERS LLC 05-14-2024 03-31-2024 329 872,673,137
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
3M CO COM Stock Liquidated $0 0 0.00 0.00 -570 -22.12 03-31-2024
INTERCONTINENTAL EXCHANGE INC COM Stock 352 $217,863 1,585 0.00 0.00 -188 -10.60 03-31-2024
CADENCE DESIGN SYSTEM INC COM Stock Liquidated $0 0 0.00 798 +Inf 03-31-2024
BECTON DICKINSON & CO COM Stock 354 $217,187 878 0.00 0.00 -46 -4.98 03-31-2024
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