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 |
|---|---|---|---|---|---|---|---|---|---|
| PIMCO ETF TR | ENHAN SHRT MA AC | 1151 | $4,391 | 44 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ESSENT GROUP LTD | COM | 1152 | $4,377 | 83 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| INVESCO HIGH INCOME TR II | COM | 1153 | $4,374 | 421 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| DIAGEO PLC | SPON ADR NEW | 1154 | $4,370 | 30 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
