Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MA PRIVATE WEALTH | 08-05-2024 | 06-30-2024 | 75 | 505,644,192 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | INVESTMENT GRADE | 51 | $1,012,295 | 22,820 | 0.00 | 22,820 | +Inf | 06-30-2024 | |
| ISHARES TR | RUS 1000 ETF | 52 | $974,741 | 3,276 | 0.00 | 3,276 | +Inf | 06-30-2024 | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 53 | $971,531 | 5,322 | 0.00 | 0.00 | -86 | -1.59 | 06-30-2024 |
| ISHARES TR | RUS 1000 GRW ETF | 54 | $959,755 | 2,633 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
