Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PER STIRLING CAPITAL MANAGEMENT LLC | 05-14-2024 | 03-31-2024 | 223 | 599,174,236 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PEPSICO INC | COM | 151 | $504,672 | 2,884 | 0.00 | 0.00 | 2 | 0.07 | 03-31-2024 |
| LEGG MASON ETF INVT | WESTN AST SHRT | 152 | $495,201 | 20,694 | 0.00 | 0.00 | 554 | 2.75 | 03-31-2024 |
| WP CAREY INC | COM | 153 | $492,321 | 8,723 | 0.00 | 0.00 | 225 | 2.65 | 03-31-2024 |
| TESLA INC | COM | 154 | $489,316 | 2,784 | 0.00 | 0.00 | -1,347 | -32.61 | 03-31-2024 |
