Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GITTERMAN WEALTH MANAGEMENT LLC | 05-08-2024 | 03-31-2024 | 100 | 257,967,266 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN COS INC | COM | 101 | $287,125 | 1,393 | 0.00 | 1,393 | +Inf | 03-31-2024 | |
| DAVITA INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 460 | 20.55 | 03-31-2024 |
| GARTNER INC | COM | 103 | $280,280 | 588 | 0.00 | 0.00 | 10 | 1.73 | 03-31-2024 |
| ACCENTURE PLC IRELAND | SHS CLASS A | Liquidated | $0 | 0 | 0.00 | 909 | +Inf | 12-31-2023 |
