Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MOUNT YALE INVESTMENT ADVISORS LLC | 10-11-2023 | 09-30-2023 | 499 | 919,610,715 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WILLIAMS COS INC | COM | 151 | $1,440,207 | 42,749 | 0.00 | 0.00 | -924 | -2.12 | 09-30-2023 |
| ISHARES TR | TRS FLT RT BD | 152 | $1,431,773 | 28,218 | 0.00 | 28,218 | +Inf | 09-30-2023 | |
| AMERIPRISE FINL INC | COM | 153 | $1,422,899 | 4,316 | 0.00 | 0.00 | -106 | -2.40 | 09-30-2023 |
| NXP SEMICONDUCTORS N V | COM | 154 | $1,374,250 | 6,874 | 0.00 | 0.00 | 5,676 | 473.79 | 09-30-2023 |
