Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GOODMAN ADVISORY GROUP LLC | 08-15-2024 | 06-30-2024 | 177 | 334,789,766 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AFFILIATED MANAGERS | Common Stock | 151 | $50,306 | 322 | 0.00 | 322 | +Inf | 06-30-2024 | |
| VANGUARD MID | MF Closed and MF Open | 152 | $39,947 | 165 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| INVESCO S&P | MF Closed and MF Open | 153 | $38,934 | 237 | 0.00 | 237 | +Inf | 06-30-2024 | |
| MANULIFE FINANCIAL | Common Stock | 154 | $38,599 | 1,450 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
