Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| COSTELLO ASSET MANAGEMENT INC | 04-24-2024 | 03-31-2024 | 174 | 139,780,280 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| GENERAL MLS INC | COM | 252 | $6,437 | 92 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 253 | $6,209 | 34 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SKECHERS U S A INC | CL A | 254 | $6,126 | 100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
