Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FINANCIAL INSIGHTS INC | 04-25-2024 | 03-31-2024 | 159 | 358,508,608 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WISDOMTREE TR | US MIDCAP FUND | 201 | $423,235 | 6,936 | 0.00 | 0.33 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | MSCI EMG MKT ETF | 202 | $411,526 | 10,018 | 0.00 | 10,018 | +Inf | 03-31-2024 | |
| ISHARES TR | COHEN STEER REIT | Liquidated | $0 | 0 | 0.37 | 0.33 | 3 | 0.05 | 03-31-2024 |
| DIAMONDBACK ENERGY INC | COM | 204 | $401,294 | 2,025 | 0.00 | 2,025 | +Inf | 03-31-2024 |
