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 |
|---|---|---|---|---|---|---|---|---|---|
| PAYPAL HLDGS INC COM | COM | 51 | $2,378,000 | 35,504 | 0.38 | 35,504 | +Inf | 03-31-2024 | |
| UNITEDHEALTH GROUP INC COM | COM | 52 | $2,368,000 | 4,788 | 0.38 | 4,788 | +Inf | 03-31-2024 | |
| ISHARES TR SHORT TREAS BD | ETF | 53 | $2,328,000 | 21,059 | 0.37 | 21,059 | +Inf | 03-31-2024 | |
| FIRST TR EXCHNG TRADED FD VI FT VEST US EQT | ETF | 54 | $2,327,000 | 64,865 | 0.37 | 64,865 | +Inf | 03-31-2024 |
