Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| APOLLON WEALTH MANAGEMENT LLC | 05-02-2024 | 03-31-2024 | 1115 | 3,176,111,172 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BROADSTONE NET LEASE INC | COM | 151 | $3,945,487 | 251,786 | 0.00 | 0.00 | -7,387 | -2.85 | 03-31-2024 |
| ISHARES TR | MSCI EAFE ETF | 152 | $3,930,445 | 49,217 | 0.00 | 0.00 | -11,243 | -18.60 | 03-31-2024 |
| PHILIP MORRIS INTL INC | COM | 153 | $3,887,974 | 42,436 | 0.00 | 0.00 | 63 | 0.15 | 03-31-2024 |
| EMERSON ELEC CO | COM | 154 | $3,872,551 | 34,143 | 0.00 | 0.00 | 1,911 | 5.93 | 03-31-2024 |
