Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GLEN EAGLE ADVISORS LLC | 08-14-2024 | 06-30-2024 | 1144 | 546,206,266 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| LINCOLN NATL CORP IND | COM | 751 | $49,844 | 725 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2021 |
| SPROTT PHYSICAL GOLD & SILVE | TR UNIT | Liquidated | $0 | 0 | 0.00 | 0.00 | -2,900 | -100.00 | 03-31-2022 |
| CROWN CASTLE INC | CROWN CASTLE INC | 753 | $49,674 | 344 | 0.00 | 344 | +Inf | 03-31-2020 | |
| ISHARES TR | MSCI ACWI EX US | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
