Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STUDIO INVESTMENT MANAGEMENT LLC | 05-15-2024 | 03-31-2024 | 266 | 421,368,080 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Schwab Fundamental US Large Company ETF | FNDX | 101 | $557,248 | 8,269 | 0.00 | 0.00 | 2,900 | 54.01 | 03-31-2024 |
| Brown & Brown Inc | BRO | 102 | $550,364 | 6,287 | 0.00 | 0.00 | -561 | -8.19 | 03-31-2024 |
| Stifel Financial Corp | SF | 103 | $544,923 | 6,971 | 0.00 | 0.00 | -622 | -8.19 | 03-31-2024 |
| Applied Materials Inc | AMAT | 104 | $544,035 | 2,638 | 0.00 | 0.00 | -289 | -9.87 | 03-31-2024 |
