Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| NARUS FINANCIAL PARTNERS LLC | 05-14-2024 | 12-31-2019 | 79 | 142,763,347 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AT&T INC | COM | Liquidated | $0 | 0 | 0.00 | 0 | NaN | 03-31-2024 | |
| ISHARES TR | EAFE VALUE ETF | 102 | $2,625,670 | 48,266 | 0.00 | 0.00 | 1,770 | 3.81 | 03-31-2024 |
| EMCOR GROUP INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 1,057 | +Inf | 09-30-2019 |
| SPDR SERIES TRUST | PORTFOLIO SM ETF | 104 | $369,143 | 11,313 | 0.00 | 0.00 | 1,747 | 18.26 | 12-31-2019 |
