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 |
|---|---|---|---|---|---|---|---|---|---|
| DROPBOX INC | CL A | 1301 | $2,948 | 100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| MFS CHARTER INCOME TR | SH BEN INT | 1302 | $2,939 | 455 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| MARRIOTT VACATIONS WORLDWIDE | COM | 1303 | $2,929 | 35 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | U.S. REAL ES ETF | 1304 | $2,925 | 32 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
