Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| VERUM PARTNERS LLC | 04-18-2024 | 03-31-2024 | 156 | 281,636,126 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VERIZON COMMUNICATIONS INC | COM | 101 | $636,849 | 15,178 | 0.00 | 0.00 | 36 | 0.24 | 03-31-2024 |
| LITMAN GREGORY FDS TR | IMGP DBI MANAGED | 102 | $621,208 | 21,660 | 0.00 | 0.00 | -1,246 | -5.44 | 03-31-2024 |
| ALPHABET INC | CAP STK CL A | 103 | $613,380 | 4,064 | 0.00 | 0.00 | 52 | 1.30 | 03-31-2024 |
| ACCENTURE PLC IRELAND | SHS CLASS A | 104 | $605,505 | 1,747 | 0.00 | 0.00 | 9 | 0.52 | 03-31-2024 |
