Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| COURIER CAPITAL LLC | 01-08-2024 | 12-31-2023 | 357 | 1,317,399,913 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ITT INC | COM | 401 | $227,663 | 1,908 | 0.00 | 1,908 | +Inf | 12-31-2023 | |
| ISHARES TR | MSCI USA SZE FT | 402 | $224,179 | 1,700 | 0.00 | 1,700 | +Inf | 12-31-2023 | |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 403 | $220,900 | 2,500 | 0.00 | 2,500 | +Inf | 12-31-2023 | |
| SPDR SER TR | S&P 600 SMCP VAL | 404 | $218,522 | 2,623 | 0.00 | 2,623 | +Inf | 12-31-2023 |
