Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MUTUAL ADVISORS LLC | 05-02-2024 | 03-31-2024 | 1085 | 3,118,083,987 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BAIN CAP SPECIALTY FIN INC | COM STK | 1101 | $347,618 | 22,169 | 0.00 | 0.00 | 4,708 | 26.96 | 03-31-2024 |
| SPDR SER TR | BLOOMBERG INVT | Liquidated | $0 | 0 | 0.00 | 0.00 | 18 | 0.16 | 03-31-2024 |
| AMERICAN CENTY ETF TR | AVANTIS CORE FI | 1103 | $346,500 | 8,400 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ABRDN PALLADIUM ETF TRUST | PHYSICAL PALLADM | 1104 | $341,442 | 3,651 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
