Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TELEMUS CAPITAL LLC | 02-01-2024 | 12-31-2023 | 326 | 1,211,959,819 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INTUIT | COM | 101 | $2,829,553 | 4,527 | 0.00 | 0.00 | -14 | -0.31 | 12-31-2023 |
| ISHARES TR | TIPS BD ETF | 102 | $2,758,460 | 25,662 | 0.00 | 0.00 | -19,008 | -42.55 | 12-31-2023 |
| NEXTERA ENERGY INC | COM | 103 | $2,738,524 | 45,086 | 0.00 | 0.00 | -377 | -0.83 | 12-31-2023 |
| LINDE PLC | SHS | 104 | $2,720,158 | 6,623 | 0.00 | 0.00 | 15 | 0.23 | 12-31-2023 |
