Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CAPITAL INSIGHT PARTNERS LLC | 04-15-2024 | 03-31-2024 | 162 | 535,193,793 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PALO ALTO NETWORKS INC | COM | 101 | $1,620,110 | 5,702 | 0.00 | 0.00 | 1,455 | 34.26 | 03-31-2024 |
| VISA INC | COM CL A | 102 | $1,580,989 | 5,665 | 0.00 | 0.00 | -56 | -0.98 | 03-31-2024 |
| ISHARES TR | AGGRES ALLOC ETF | 103 | $1,423,582 | 19,379 | 0.00 | 0.00 | -517 | -2.60 | 03-31-2024 |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | 104 | $1,385,705 | 18,147 | 0.00 | 0.00 | 513 | 2.91 | 03-31-2024 |
