Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HUMMER FINANCIAL ADVISORY SERVICES INC | 04-11-2024 | 03-31-2024 | 108 | 121,312,705 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TR | TR UNIT | 1 | $17,793,487 | 33,914 | 0.01 | 0.01 | 535 | 1.60 | 03-31-2024 |
| ACCENTURE PLC IRELAND | SHS CLASS A | 2 | $17,642,449 | 50,900 | 0.01 | 0.02 | 0 | 0.00 | 03-31-2024 |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 3 | $9,728,547 | 17,453 | 0.01 | 0.01 | 480 | 2.83 | 03-31-2024 |
| AMAZON COM INC | COM | 4 | $6,526,148 | 36,180 | 0.01 | 0.00 | -1,430 | -3.80 | 03-31-2024 |
