Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TELEMUS CAPITAL LLC | 02-01-2024 | 12-31-2023 | 326 | 1,211,959,819 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| RTX CORPORATION | COM | 301 | $525,623 | 6,247 | 0.00 | 0.00 | -1,019 | -14.02 | 12-31-2023 |
| ISHARES TR | CORE MSCI EAFE | 302 | $522,168 | 7,422 | 0.00 | 0.00 | -925 | -11.08 | 12-31-2023 |
| ROCKWELL AUTOMATION INC | COM | 303 | $519,744 | 1,674 | 0.00 | 0.00 | -79 | -4.51 | 12-31-2023 |
| BLOOM ENERGY CORP | COM CL A | 304 | $518,163 | 35,011 | 0.00 | 0.00 | -261 | -0.74 | 12-31-2023 |
