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 |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCH TRADED FD TR II | KBW PREM YIELD | 1451 | $1,130 | 56 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VONTIER CORPORATION | COM | 1452 | $1,106 | 32 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| WORKDAY INC | CL A | 1453 | $1,104 | 4 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SPDR SER TR | OILGAS EQUIP | 1454 | $1,099 | 13 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
