Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| VERUM PARTNERS LLC | 07-15-2024 | 06-30-2024 | 153 | 309,715,159 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD ADMIRAL FDS INC | MIDCP 400 IDX | 201 | $254,776 | 2,571 | 0.00 | 0.00 | -6 | -0.23 | 06-30-2024 |
| AT&T INC | COM | 202 | $251,272 | 13,149 | 0.00 | 0.00 | 1,437 | 12.27 | 06-30-2024 |
| ISHARES TR | CORE S&P MCP ETF | 203 | $249,405 | 4,262 | 0.00 | 0.00 | -1,704 | -28.56 | 06-30-2024 |
| THE CIGNA GROUP | COM | 204 | $249,392 | 754 | 0.00 | 0.00 | -52 | -6.45 | 06-30-2024 |
