Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS | 01-29-2024 | 12-31-2023 | 826 | 375,374,523 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD MID | MID CAP ETF | 251 | $49,058 | 211 | 0.00 | 211 | +Inf | 12-31-2023 | |
| ISHARES AAA | A RATE CP BD ETF | 252 | $48,992 | 1,018 | 0.00 | 1,018 | +Inf | 12-31-2023 | |
| UBER TECHNOLOGIES | COM | 253 | $48,271 | 784 | 0.00 | 784 | +Inf | 12-31-2023 | |
| SIMON PROPERTY | COM | 254 | $45,856 | 321 | 0.00 | 321 | +Inf | 12-31-2023 |
