Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| &PARTNERS | 04-10-2024 | 03-31-2024 | 491 | 725,828,288 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 151 | $1,058,862 | 8,299 | 0.00 | 8,299 | +Inf | 03-31-2024 | |
| FIRST TR EXCH TRADED FD III | MANAGD MUN ETF | 152 | $1,020,586 | 19,971 | 0.00 | 0.00 | 10,734 | 116.21 | 03-31-2024 |
| ISHARES TR | RUSSELL 2000 ETF | 153 | $1,017,824 | 4,864 | 0.00 | 0.00 | 3,228 | 197.31 | 03-31-2024 |
| LINDE PLC | SHS | 154 | $1,007,113 | 2,169 | 0.00 | 2,169 | +Inf | 03-31-2024 |
