Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
REHMANN CAPITAL ADVISORY GROUP | 05-03-2024 | 03-31-2024 | 572 | 1,341,300,623 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
CSX CORP | COM | 251 | $837,812 | 22,600 | 0.00 | 0.00 | 364 | 1.64 | 03-31-2024 |
ISHARES INC | MSCI EMERG MRKT | 252 | $833,034 | 14,720 | 0.00 | 0.00 | -855 | -5.49 | 03-31-2024 |
DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 253 | $829,339 | 20,277 | 0.00 | 0.00 | 1,151 | 6.02 | 03-31-2024 |
ILLINOIS TOOL WKS INC | COM | 254 | $826,299 | 3,079 | 0.00 | 0.00 | 2 | 0.06 | 03-31-2024 |