Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TELEMUS CAPITAL LLC | 02-01-2024 | 12-31-2023 | 326 | 1,211,959,819 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P SCP ETF | 1 | $48,600,977 | 448,970 | 0.00 | 0.00 | -25,202 | -5.31 | 12-31-2023 |
| ISHARES TR | RUS 1000 GRW ETF | 2 | $47,113,877 | 155,404 | 0.00 | 0.00 | 1,262 | 0.82 | 12-31-2023 |
| ISHARES TR | RUS 1000 ETF | 3 | $44,656,312 | 170,275 | 0.00 | 0.00 | -4,726 | -2.70 | 12-31-2023 |
| APPLE INC | COM | 4 | $43,906,835 | 228,052 | 0.00 | 0.00 | -8,141 | -3.45 | 12-31-2023 |
