Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HOYLECOHEN LLC | 02-09-2024 | 12-31-2023 | 271 | 1,223,626,826 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SYSCO CORP | COM | 201 | $605,402 | 8,278 | 0.00 | 0.00 | -9 | -0.11 | 12-31-2023 |
| EDWARDS LIFESCIENCES CORP | COM | 202 | $600,317 | 7,873 | 0.00 | 0.00 | -542 | -6.44 | 12-31-2023 |
| TARGET CORP | COM | 203 | $584,358 | 4,103 | 0.00 | 0.00 | 298 | 7.83 | 12-31-2023 |
| ROYAL BK CDA | COM | 204 | $576,441 | 5,700 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
