Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CATALYST FINANCIAL PARTNERS LLC | 02-06-2024 | 12-31-2023 | 215 | 354,150,886 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ELEVANCE HEALTH INC | COM | 151 | $344,239 | 730 | 0.00 | 0.00 | 68 | 10.27 | 12-31-2023 |
| EXELON CORP | COM | 152 | $342,917 | 9,552 | 0.00 | 0.00 | -516 | -5.13 | 12-31-2023 |
| AMERICAN INTL GROUP INC | COM NEW | 153 | $342,544 | 5,056 | 0.00 | 0.00 | 54 | 1.08 | 12-31-2023 |
| ISHARES TR | RUS TP200 GR ETF | 154 | $338,700 | 1,933 | 0.00 | 0.00 | 566 | 41.40 | 12-31-2023 |
