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 |
|---|---|---|---|---|---|---|---|---|---|
| HARTFORD FINL SVCS GROUP INC | COM | 1201 | $3,939 | 49 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| STAAR SURGICAL CO | COM PAR $0.01 | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ESSENTIAL PPTYS RLTY TR INC | COM | 1203 | $3,885 | 152 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SPDR SER TR | S&P KENSHO NEW | 1204 | $3,876 | 83 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
