Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SYM FINANCIAL CORP | 02-06-2024 | 12-31-2023 | 178 | 617,709,202 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | US CONSM STAPLES | 151 | $82,370 | 430 | 0.00 | 0.00 | 8 | 1.90 | 12-31-2023 |
| ISHARES TR | US SML CAP EQT | 152 | $80,760 | 1,373 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| WISDOMTREE TR | US SMALLCAP DIVD | Liquidated | $0 | 0 | 0.00 | 2,749 | +Inf | 12-31-2023 | |
| CHICOS FAS INC | COM | Liquidated | $0 | 0 | 0.00 | 10,278 | +Inf | 12-31-2023 |
