Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| DT INVESTMENT PARTNERS LLC | 01-31-2024 | 12-31-2023 | 528 | 924,749,506 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BLACKROCK INC | COM | 101 | $1,981,686 | 2,535 | 0.00 | 0.00 | 812 | 47.13 | 12-31-2023 |
| UNITEDHEALTH GROUP INC | COM | 102 | $1,867,891 | 3,709 | 0.00 | 0.00 | 2,272 | 158.11 | 12-31-2023 |
| ISHARES TR | S&P SML 600 GWT | 103 | $1,832,943 | 14,700 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ANNALY CAPITAL MANAGEMENT IN | COM NEW | 104 | $1,741,892 | 88,872 | 0.00 | 0.00 | 33,033 | 59.16 | 12-31-2023 |
