Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SYM FINANCIAL CORP | 02-06-2024 | 12-31-2023 | 178 | 617,709,202 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | GROWTH ETF | 201 | $27,047 | 87 | 0.00 | 0.00 | 5 | 6.10 | 12-31-2023 |
| ISHARES TR | CORE S&P MCP ETF | 202 | $25,221 | 91 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES TR | GLOBAL ENERG ETF | 203 | $24,522 | 627 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| FIDELITY COVINGTON TRUST | MSCI INDL INDX | 204 | $22,349 | 365 | 0.00 | 0.00 | -900 | -71.15 | 12-31-2023 |
