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 |
|---|---|---|---|---|---|---|---|---|---|
| PAYCHEX INC | COM | 251 | $248,669 | 2,097 | 0.00 | 2,097 | +Inf | 06-30-2024 | |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 252 | $246,671 | 4,352 | 0.00 | 0.00 | 59 | 1.37 | 06-30-2024 |
| WISDOMTREE TR | US SMALLCAP FUND | 253 | $246,584 | 5,232 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| LAM RESEARCH CORP | COM | 254 | $245,287 | 230 | 0.00 | 230 | +Inf | 06-30-2024 |
