Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LM ADVISORS LLC | 05-15-2024 | 03-31-2024 | 246 | 629,911,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NORTHROP GRUMMAN CORP COM | COM | 151 | $487,000 | 1,018 | 0.08 | 1,018 | +Inf | 03-31-2024 | |
| INTERNATIONAL BUSINESS MACHS COM | COM | 152 | $481,000 | 2,520 | 0.08 | 2,520 | +Inf | 03-31-2024 | |
| VANGUARD INDEX FDS EXTEND MKT ETF | ETF | 153 | $471,000 | 2,850 | 0.07 | 2,850 | +Inf | 03-31-2024 | |
| WORKDAY INC CL A | COM | 154 | $453,000 | 1,662 | 0.07 | 1,662 | +Inf | 03-31-2024 |
