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 |
|---|---|---|---|---|---|---|---|---|---|
| VERISK ANALYTICS INC | COM | 351 | $376,921 | 1,578 | 0.00 | 0.00 | 731 | 86.30 | 12-31-2023 |
| SPDR SER TR | S&P RETAIL ETF | 352 | $372,303 | 5,148 | 0.00 | 5,148 | +Inf | 12-31-2023 | |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 353 | $365,752 | 6,515 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 354 | $364,856 | 7,723 | 0.00 | 0.00 | 2,462 | 46.80 | 12-31-2023 |
