Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS LP | 02-09-2024 | 12-31-2023 | 121 | 384,526,484 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ELI LILLY & CO | COM | 151 | $247,158 | 424 | 0.00 | 424 | +Inf | 12-31-2023 | |
| WARRIOR MET COAL INC | COM | 152 | $243,880 | 4,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 153 | $242,625 | 1,105 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ABBVIE INC | COM | 154 | $241,443 | 1,558 | 0.00 | 0.00 | -400 | -20.43 | 12-31-2023 |
