Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CSENGE ADVISORY GROUP | 05-03-2024 | 03-31-2024 | 709 | 1,785,938,281 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | RUS TP200 GR ETF | 251 | $1,218,735 | 6,247 | 0.00 | 0.00 | 241 | 4.01 | 03-31-2024 |
| LAMB WESTON HLDGS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,117 | -7.85 | 12-31-2023 |
| MCKESSON CORP | COM | 253 | $1,209,890 | 2,254 | 0.00 | 0.00 | -113 | -4.77 | 03-31-2024 |
| VANGUARD WORLD FD | HEALTH CAR ETF | 254 | $1,209,393 | 4,471 | 0.00 | 0.00 | 377 | 9.21 | 03-31-2024 |
