Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KEYSTONE FINANCIAL GROUP | 02-09-2024 | 12-31-2023 | 298 | 575,172,207 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR S&P | MF Closed and MF Open | 1 | $63,530,572 | 133,661 | 0.01 | 0.01 | -2,426 | -1.78 | 12-31-2023 |
| SPDR PORTFOLIO | MF Closed and MF Open | 2 | $44,689,054 | 799,446 | 0.01 | 0.01 | 118,187 | 17.35 | 12-31-2023 |
| APPLE INC | Common Stock | 3 | $37,181,473 | 193,120 | 0.01 | 0.01 | -3,816 | -1.94 | 12-31-2023 |
| VANGUARD TOTAL | MF Closed and MF Open | 4 | $23,317,460 | 98,295 | 0.00 | 0.00 | 15,696 | 19.00 | 12-31-2023 |
