Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| NORTH STAR INVESTMENT MANAGEMENT CORP | 04-30-2024 | 03-31-2024 | 1239 | 1,401,681,259 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF | ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 18 | 1.48 | 03-31-2024 |
| NATIONAL HEALTH INVS INC | COM | 1152 | $72,254 | 1,150 | 0.00 | 1,150 | +Inf | 03-31-2024 | |
| INTUITIVE SURGICAL, INC. | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES RUSSELL MID-CAP VALUE ETF | ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
