Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MUTUAL ADVISORS LLC | 05-02-2024 | 03-31-2024 | 1085 | 3,118,083,987 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WISDOMTREE TR | YIELD ENHANCD US | 301 | $2,077,137 | 47,860 | 0.00 | 0.00 | 16,504 | 52.63 | 03-31-2024 |
| HF SINCLAIR CORP | COM | 302 | $2,076,378 | 34,394 | 0.00 | 0.00 | 1,616 | 4.93 | 03-31-2024 |
| ISHARES TR | MSCI EAFE ETF | 303 | $2,070,305 | 25,924 | 0.00 | 0.00 | -3,681 | -12.43 | 03-31-2024 |
| CLEVELAND-CLIFFS INC NEW | COM | 304 | $2,066,770 | 90,887 | 0.00 | 0.00 | -135 | -0.15 | 03-31-2024 |
