Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
STRATEGIC ADVOCATES LLC 07-11-2024 06-30-2024 119 252,072,331
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
SPDR PORTFOLIO EMERGING MARKETS ETF ETF 101 $412,369 10,947 0.00 0.00 -28,901 -72.53 06-30-2024
PROCTER AND GAMBLE CO COM Stock 102 $401,002 2,431 0.00 0.00 -1,616 -39.93 06-30-2024
ISHARES CORE GROWTH ALLOCATION ETF ETF 103 $395,390 7,020 0.00 0.00 246 3.63 06-30-2024
GETTY RLTY CORP NEW COM REIT 104 $388,356 14,567 0.00 0.00 1,416 10.77 06-30-2024
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