Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SEVEN MILE ADVISORY | 08-08-2024 | 06-30-2024 | 154 | 135,993,051 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| THE CIGNA GROUP COM | Stock | 101 | $281,316 | 851 | 0.00 | 0.00 | -22 | -2.52 | 06-30-2024 |
| MORGAN STANLEY COM NEW | Stock | 102 | $280,491 | 2,886 | 0.00 | 0.00 | 313 | 12.16 | 06-30-2024 |
| SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | ETF | 103 | $280,240 | 8,000 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| PALO ALTO NETWORKS INC COM | Stock | 104 | $276,294 | 815 | 0.00 | 0.00 | 64 | 8.52 | 06-30-2024 |
