Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SAVVY ADVISORS INC | 08-14-2024 | 06-30-2024 | 300 | 306,834,853 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NU HLDGS LTD | ORD SHS CL A | 201 | $340,657 | 26,428 | 0.00 | 0.00 | 4,532 | 20.70 | 06-30-2024 |
| ISHARES TR | AGGRES ALLOC ETF | 202 | $340,249 | 4,550 | 0.00 | 4,550 | +Inf | 06-30-2024 | |
| T-MOBILE US INC | COM | 203 | $339,323 | 1,926 | 0.00 | 1,926 | +Inf | 06-30-2024 | |
| SMITH A O CORP | COM | 204 | $335,298 | 4,100 | 0.00 | 0.00 | 200 | 5.13 | 06-30-2024 |
