Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HOWE & RUSLING INC | 08-11-2023 | 06-30-2023 | 384 | 893,703,447 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE US AGGBD ET | 151 | $476,654 | 4,866 | 0.00 | 0.00 | -616 | -11.24 | 06-30-2023 |
| PPL CORP | COM | 152 | $475,619 | 17,975 | 0.00 | 0.00 | 1,500 | 9.10 | 06-30-2023 |
| AMERICAN ELEC PWR CO INC | COM | 153 | $471,099 | 5,595 | 0.00 | 0.00 | -1,774 | -24.07 | 06-30-2023 |
| HUMANA INC | COM | 154 | $466,804 | 1,044 | 0.00 | 0.00 | -2 | -0.19 | 06-30-2023 |
