Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PHILLIPS FINANCIAL MANAGEMENT LLC | 08-08-2024 | 06-30-2024 | 272 | 1,212,383,065 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ALPHATEC HLDGS INC | COM NEW | 201 | $632,779 | 60,553 | 0.00 | 0.00 | -14 | -0.02 | 06-30-2024 |
| FRANKLIN ELEC INC | COM | 202 | $630,607 | 6,547 | 0.00 | 0.00 | 11 | 0.17 | 06-30-2024 |
| ISHARES TR | ISHS 1-5YR INVS | 203 | $626,348 | 12,224 | 0.00 | 0.00 | -646 | -5.02 | 06-30-2024 |
| ABBVIE INC | COM | 204 | $604,620 | 3,525 | 0.00 | 0.00 | 120 | 3.52 | 06-30-2024 |
