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 |
|---|---|---|---|---|---|---|---|---|---|
| UNITEDHEALTH GROUP INC | COM | 251 | $242,408 | 476 | 0.00 | 0.00 | 66 | 16.10 | 06-30-2024 |
| SPDR SER TR | PORTFOLIO SHORT | 252 | $242,144 | 8,153 | 0.00 | 0.00 | -1,905 | -18.94 | 06-30-2024 |
| ABRDN SILVER ETF TRUST | PHYSCL SILVR SHS | 253 | $240,565 | 8,641 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| PEPSICO INC | COM | 254 | $238,489 | 1,446 | 0.00 | 0.00 | 146 | 11.23 | 06-30-2024 |
