Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SNOWDEN CAPITAL ADVISORS LLC | 05-15-2024 | 03-31-2024 | 1167 | 3,201,243,649 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | IBONDS DEC24 ETF | Liquidated | $2,569,880 | 102,590 | 0.00 | 0.00 | 102,590 | +Inf | 03-31-2024 |
| SCHWAB STRATEGIC TR | SCHWAB FDT US LG | 1102 | $654,297 | 11,957 | 0.00 | 11,957 | +Inf | 06-30-2021 | |
| VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | Liquidated | $2,562,535 | 43,257 | 0.00 | 0.00 | 37,108 | 603.48 | 03-31-2024 |
| UDR INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | NaN | 06-30-2019 |
