Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
ELLIS INVESTMENT PARTNERS LLC 01-29-2024 12-31-2023 224 430,435,450
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
SIRIUS XM HOLDINGS INC COM 351 $85,076 15,553 0.00 0.00 84 0.54 12-31-2023
BLACKROCK MUNIVEST FD INC COM 352 $83,909 11,785 0.00 0.00 167 1.44 12-31-2023
MFS CHARTER INCOME TR SH BEN INT 353 $81,370 12,596 0.00 0.00 -735 -5.51 12-31-2023
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