Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SAVVY ADVISORS INC | 05-13-2024 | 03-31-2024 | 223 | 173,493,089 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CITIGROUP INC | COM NEW | 101 | $463,865 | 7,335 | 0.00 | 7,335 | +Inf | 03-31-2024 | |
| COLUMBIA ETF TR II | EM CORE EX ETF | 102 | $461,120 | 14,827 | 0.00 | 14,827 | +Inf | 03-31-2024 | |
| UNITEDHEALTH GROUP INC | COM | 103 | $454,674 | 919 | 0.00 | 0.00 | 331 | 56.29 | 03-31-2024 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 104 | $452,069 | 2,356 | 0.00 | 0.00 | 568 | 31.77 | 03-31-2024 |
