Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| XML FINANCIAL LLC | 05-15-2024 | 03-31-2024 | 340 | 976,536,337 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| UNITEDHEALTH GROUP INC | COM | 151 | $1,617,899 | 3,270 | 0.00 | 0.00 | -248 | -7.05 | 03-31-2024 |
| VANGUARD INDEX FDS | SMALL CP ETF | 152 | $1,594,644 | 6,976 | 0.00 | 0.00 | -107 | -1.51 | 03-31-2024 |
| COCA COLA CO | COM | 153 | $1,562,555 | 25,541 | 0.00 | 0.00 | 1,704 | 7.15 | 03-31-2024 |
| WISDOMTREE TR | EM EX ST-OWNED | 154 | $1,555,283 | 52,793 | 0.00 | 0.00 | -141,423 | -72.82 | 03-31-2024 |
