Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| VESTMARK ADVISORY SOLUTIONS INC | 08-12-2024 | 06-30-2024 | 818 | 2,395,214,981 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| LAM RESEARCH CORP | COM | 651 | $620,807 | 583 | 0.00 | 0.00 | -20 | -3.32 | 06-30-2024 |
| EVERCORE INC | CLASS A | 652 | $619,870 | 2,974 | 0.00 | 0.00 | 1,232 | 70.72 | 06-30-2024 |
| MONOLITHIC PWR SYS INC | COM | 653 | $607,222 | 739 | 0.00 | 0.00 | -151 | -16.97 | 06-30-2024 |
| UNITED RENTALS INC | COM | 654 | $602,752 | 932 | 0.00 | 0.00 | -1,313 | -58.49 | 06-30-2024 |
