Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| REHMANN CAPITAL ADVISORY GROUP | 05-03-2024 | 03-31-2024 | 572 | 1,341,300,623 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CISCO SYS INC | COM | 101 | $2,506,107 | 50,212 | 0.00 | 0.00 | 15,990 | 46.72 | 03-31-2024 |
| ISHARES TR | SHRT NAT MUN ETF | 102 | $2,495,295 | 23,825 | 0.00 | 0.00 | -2,075 | -8.01 | 03-31-2024 |
| BLACKSTONE INC | COM | 103 | $2,487,285 | 18,933 | 0.00 | 0.00 | 163 | 0.87 | 03-31-2024 |
| PEPSICO INC | COM | 104 | $2,467,031 | 14,096 | 0.00 | 0.00 | 216 | 1.56 | 03-31-2024 |
