Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
CSENGE ADVISORY GROUP 05-03-2024 03-31-2024 709 1,785,938,281
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ISHARES TR PFD AND INCM SEC Liquidated $0 0 0.00 0.00 364 5.52 12-31-2023
NATIONAL GRID PLC SPONSORED ADR NE 1052 $209,268 3,068 0.00 3,068 +Inf 03-31-2024
JOHN HANCOCK EXCHANGE TRADED MULTIFACTOR MI 1053 $209,207 3,646 0.00 3,646 +Inf 03-31-2024
CLEAN HARBORS INC COM 1054 $208,960 1,038 0.00 1,038 +Inf 03-31-2024
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