Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LESTER MURRAY ANTMAN DBA SIMPLYRICH | 05-03-2024 | 03-31-2024 | 179 | 309,497,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PNC FINL SVCS GROUP INC | COM | 101 | $1,335,000 | 8,255 | 0.43 | 0.44 | 0 | 0.00 | 03-31-2024 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 102 | $1,327,000 | 15,344 | 0.43 | 0.47 | -220 | -1.41 | 03-31-2024 |
| AUTOMATIC DATA PROCESSING IN | COM | 103 | $1,320,000 | 5,283 | 0.43 | 0.42 | 51 | 0.97 | 03-31-2024 |
| PAYPAL HLDGS INC | COM | 104 | $1,268,000 | 18,920 | 0.41 | 0.40 | 0 | 0.00 | 03-31-2024 |
