Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
ELLIS INVESTMENT PARTNERS LLC 01-29-2024 12-31-2023 224 430,435,450
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
PUTNAM MUN OPPORTUNITIES TR SH BEN INT 251 $190,430 18,615 0.00 0.00 211 1.15 12-31-2023
EATON VANCE LTD DURATION INC COM 252 $176,181 18,391 0.00 0.00 162 0.89 12-31-2023
ENERGY TRANSFER L P COM UT LTD PTN 253 $173,805 12,595 0.00 0.00 185 1.49 12-31-2023
NUVEEN PENNSYLVANIA QLT MUN COM 254 $155,652 13,441 0.00 0.00 90 0.67 12-31-2023
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