Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PALISADES HUDSON ASSET MANAGEMENT LP | 02-12-2024 | 12-31-2023 | 141 | 206,193,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| iShares Tr | SP SMCP600VL ETF | 1 | $30,234,000 | 293,335 | 14.66 | 14.28 | 942 | 0.32 | 12-31-2023 |
| SPDR S&P 500 ETF Tr | TR Unit | 2 | $18,296,000 | 38,492 | 8.87 | 9.08 | -323 | -0.83 | 12-31-2023 |
| Vanguard Index Fds | TOTAL STK MKT | 3 | $14,435,000 | 60,850 | 7.00 | 7.07 | 45 | 0.07 | 12-31-2023 |
| iShares Tr | SP SMCP600GR ETF | 4 | $12,989,000 | 103,798 | 6.30 | 5.96 | 4,612 | 4.65 | 12-31-2023 |
