Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SYM FINANCIAL CORP | 02-06-2024 | 12-31-2023 | 178 | 617,709,202 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | S&P 500 GRWT ETF | 101 | $241,447 | 3,215 | 0.00 | 0.00 | -932 | -22.47 | 12-31-2023 |
| ISHARES TR | GLOBAL EQUITY | 102 | $240,439 | 6,349 | 0.00 | 0.00 | -3,500 | -35.54 | 12-31-2023 |
| FIDELITY COVINGTON TRUST | MSCI FINLS IDX | 103 | $236,972 | 4,425 | 0.00 | 0.00 | -1,840 | -29.37 | 12-31-2023 |
| PROCTER AND GAMBLE CO | COM | 104 | $234,904 | 1,603 | 0.00 | 0.00 | -35 | -2.14 | 12-31-2023 |
