Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MOUNT YALE INVESTMENT ADVISORS LLC | 10-11-2023 | 09-30-2023 | 499 | 919,610,715 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NVENT ELECTRIC PLC | SHS | 251 | $832,738 | 15,715 | 0.00 | 15,715 | +Inf | 09-30-2023 | |
| CRANE COMPANY | COMMON STOCK | 252 | $827,817 | 9,318 | 0.00 | 9,318 | +Inf | 09-30-2023 | |
| FACTSET RESH SYS INC | COM | 253 | $824,678 | 1,886 | 0.00 | 0.00 | -16 | -0.84 | 09-30-2023 |
| SSGA ACTIVE ETF TR | BLACKSTONE SENR | 254 | $822,750 | 19,622 | 0.00 | 0.00 | 1,056 | 5.69 | 09-30-2023 |
