Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
CYPRESS CAPITAL GROUP | 01-24-2024 | 12-31-2023 | 490 | 768,738,195 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDS | MID CAP ETF | 201 | $1,604,518 | 6,897 | 0.00 | 0.00 | -292 | -4.06 | 12-31-2023 |
AMERICAN TOWER CORP NEW | COM | 202 | $1,561,460 | 7,233 | 0.00 | 0.00 | -78 | -1.07 | 12-31-2023 |
ISHARES TR | RUS 1000 GRW ETF | 203 | $1,557,387 | 5,137 | 0.00 | 0.00 | -5 | -0.10 | 12-31-2023 |
ISHARES TR | RUS 2000 VAL ETF | 204 | $1,438,361 | 9,260 | 0.00 | 0.00 | -1,067 | -10.33 | 12-31-2023 |