Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ASPIRIANT LLC | 04-15-2024 | 03-31-2024 | 317 | 2,416,101,322 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WISDOMTREE TR | ITL HDG QTLY DIV | Liquidated | $0 | 0 | 0.00 | 7,500 | +Inf | 12-31-2023 | |
| TEXAS INSTRS INC | COM | 302 | $297,899 | 1,710 | 0.00 | 0.00 | 165 | 10.68 | 03-31-2024 |
| VALERO ENERGY CORP | COM | 303 | $293,587 | 1,720 | 0.00 | 0.00 | 8 | 0.47 | 03-31-2024 |
| ISHARES INC | MSCI EQUAL WEITE | Liquidated | $0 | 0 | 0.00 | 0.00 | -527 | -13.35 | 03-31-2024 |
