Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| QUOTIENT WEALTH PARTNERS LLC | 05-13-2024 | 03-31-2024 | 293 | 2,800,493,429 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| GENERAL ELECTRIC CO | COM NEW | 151 | $613,857 | 3,497 | 0.00 | 3,497 | +Inf | 03-31-2024 | |
| MCDONALDS CORP | COM | 152 | $604,993 | 2,146 | 0.00 | 2,146 | +Inf | 03-31-2024 | |
| CVS HEALTH CORP | COM | 153 | $604,966 | 7,585 | 0.00 | 7,585 | +Inf | 03-31-2024 | |
| ABBOTT LABS | COM | 154 | $602,608 | 5,302 | 0.00 | 5,302 | +Inf | 03-31-2024 |
