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 |
|---|---|---|---|---|---|---|---|---|---|
| ACCENTURE PLC IRELAND | SHS CLASS A | 51 | $3,546,450 | 10,232 | 0.00 | 10,232 | +Inf | 03-31-2024 | |
| VANGUARD BD INDEX FDS | INTERMED TERM | 52 | $3,457,637 | 45,857 | 0.00 | 45,857 | +Inf | 03-31-2024 | |
| JOHNSON & JOHNSON | COM | 53 | $3,377,617 | 21,352 | 0.00 | 21,352 | +Inf | 03-31-2024 | |
| DISNEY WALT CO | COM | 54 | $3,360,997 | 27,468 | 0.00 | 27,468 | +Inf | 03-31-2024 |
