Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
GALLAGHER FIDUCIARY ADVISORS LLC 02-14-2024 12-31-2023 181 2,909,532,966
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
RTX CORPORATION COM 151 $390,118 4,637 0.00 0.00 -273 -5.56 12-31-2023
ISHARES TR U.S. REAL ES ETF Liquidated $0 0 0.00 4,521 +Inf 12-31-2023
BLOCK INC CL A 153 $380,949 4,925 0.00 4,925 +Inf 12-31-2023
MCKESSON CORP COM 154 $375,477 811 0.00 0.00 111 15.86 12-31-2023
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