Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KEY FINANCIAL INC | 05-01-2024 | 03-31-2024 | 1307 | 365,854,463 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WINGSTOP INC | COM | 1001 | $6,414 | 25 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| TAYLOR MORRISON HOME CORP | COM | 1002 | $6,402 | 120 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| AECOM | COM | 1003 | $6,378 | 69 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| INVESCO MUNI INCOME OPP TRST | COM | 1004 | $6,350 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
