Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ADVISOR OS LLC | 04-22-2023 | 03-31-2023 | 1231 | 416,594,950 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | EXTEND MKT ETF | 101 | $1,272,969 | 9,080 | 0.00 | 1.31 | -26,146 | -74.22 | 03-31-2023 |
| CUMMINS INC | COM | 102 | $1,271,095 | 5,321 | 0.00 | 0.08 | 3,495 | 191.40 | 03-31-2023 |
| VERISK ANALYTICS INC | COM | 103 | $1,255,236 | 6,542 | 0.00 | 0.46 | -3,263 | -33.28 | 03-31-2023 |
| PRUDENTIAL FINL INC | COM | 104 | $1,252,508 | 15,137 | 0.00 | 0.09 | 10,856 | 253.59 | 03-31-2023 |
