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 |
|---|---|---|---|---|---|---|---|---|---|
| RBB FD INC | MOTLEY FOOL MID | 1151 | $315,297 | 11,633 | 0.00 | 11,633 | +Inf | 03-31-2024 | |
| ISHARES TR | MORNINGSTAR GRWT | 1152 | $314,903 | 4,172 | 0.00 | 0.00 | -203 | -4.64 | 03-31-2024 |
| EMPLOYERS HLDGS INC | COM | 1153 | $314,825 | 6,936 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| CADENCE DESIGN SYSTEM INC | COM | 1154 | $313,770 | 1,008 | 0.00 | 0.00 | 99 | 10.89 | 03-31-2024 |
