Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| UBS GROUP AG | 05-10-2024 | 03-31-2024 | 18453 | 401,538,677,804 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHWAB FDT US BM | 3001 | $3,286,364 | 49,598 | 0.00 | 0.00 | -902 | -1.79 | 03-31-2024 |
| SSGA ACTIVE TR | SPDR DBLELN SHRT | 3002 | $3,283,026 | 69,865 | 0.00 | 0.00 | -4,756 | -6.37 | 03-31-2024 |
| ISHARES TR | USD GRN BOND ETF | 3003 | $3,278,877 | 69,927 | 0.00 | 0.00 | -11,453 | -14.07 | 03-31-2024 |
| WALKER & DUNLOP INC | COM | 3004 | $3,278,184 | 32,438 | 0.00 | 0.00 | 4,994 | 18.20 | 03-31-2024 |
