Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CENTER FOR FINANCIAL PLANNING INC | 04-25-2024 | 03-31-2024 | 608 | 669,022,074 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 201 | $87,404 | 1,140 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ESSEX PPTY TR INC | COM | 202 | $85,684 | 350 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ENTERPRISE PRODS PARTNERS L | COM | 203 | $85,556 | 2,932 | 0.00 | 0.00 | -38 | -1.28 | 03-31-2024 |
| OTIS WORLDWIDE CORP | COM | 204 | $81,402 | 820 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
