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 |
|---|---|---|---|---|---|---|---|---|---|
| HONDA MOTOR LTD | ADR ECH CNV IN 3 | 1051 | $5,657 | 183 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| INVESCO EXCHANGE TRADED FD T | S&P500 PUR GWT | 1052 | $5,646 | 175 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| BAYTEX ENERGY CORP | COM | 1053 | $5,644 | 1,700 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| FERGUSON PLC NEW | SHS | 1054 | $5,599 | 29 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
