Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PARKSIDE FINANCIAL BANK & TRUST | 08-02-2024 | 06-30-2024 | 3186 | 638,409,189 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MOODYS CORP | COM | 451 | $144,380 | 343 | 0.00 | 0.00 | -2 | -0.58 | 06-30-2024 |
| FIRST TR EXCHANGE-TRADED FD | GBL WND ENRG ETF | 452 | $144,269 | 8,900 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| WELLTOWER INC | COM | 453 | $142,927 | 1,371 | 0.00 | 0.00 | 26 | 1.93 | 06-30-2024 |
| DELTA AIR LINES INC DEL | COM NEW | 454 | $142,778 | 3,010 | 0.00 | 0.00 | 51 | 1.72 | 06-30-2024 |
