Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RELYEA ZUCKERBERG HANSON LLC | 04-22-2024 | 03-31-2024 | 236 | 570,702,055 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | ISHS 1-5YR INVS | 151 | $417,223 | 8,136 | 0.00 | 0.00 | -100 | -1.21 | 03-31-2024 |
| DEERE & CO | COM | 152 | $414,437 | 1,009 | 0.00 | 0.00 | 70 | 7.45 | 03-31-2024 |
| THE CIGNA GROUP | COM | 153 | $412,221 | 1,135 | 0.00 | 0.00 | 22 | 1.98 | 03-31-2024 |
| QUALCOMM INC | COM | 154 | $411,653 | 2,432 | 0.00 | 0.00 | 89 | 3.80 | 03-31-2024 |
