Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GLASS JACOBSON INVESTMENT ADVISORS LLC | 04-26-2024 | 03-31-2024 | 753 | 266,265,004 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WEC ENERGY GROUP INC | COM | 301 | $95,917 | 1,168 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| WISDOMTREE TR | US AI ENHANCED | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| REALTY INCOME CORP | COM | 303 | $95,487 | 1,765 | 0.00 | 0.00 | -525 | -22.93 | 03-31-2024 |
| WP CAREY INC | COM | 304 | $94,989 | 1,683 | 0.00 | 0.00 | -600 | -26.28 | 03-31-2024 |
