Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KEY FINANCIAL INC | 05-01-2024 | 03-31-2024 | 1307 | 365,854,463 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ARCHER DANIELS MIDLAND CO | COM | 351 | $95,042 | 1,316 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| DEERE & CO | COM | 352 | $94,769 | 237 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| HF SINCLAIR CORP | COM | 353 | $94,469 | 1,700 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| MANULIFE FINL CORP | COM | 354 | $94,411 | 4,272 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
