Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
MATHER GROUP LLC | 02-05-2024 | 12-31-2023 | 555 | 6,372,805,981 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
SYSCO CORP | COM | 401 | $483,389 | 6,610 | 0.00 | 0.00 | 470 | 7.65 | 12-31-2023 |
EXELON CORP | COM | 402 | $482,785 | 13,448 | 0.00 | 0.00 | 2,042 | 17.90 | 12-31-2023 |
GARTNER INC | COM | 403 | $475,921 | 1,055 | 0.00 | 0.00 | -1 | -0.09 | 12-31-2023 |
AMERICAN ELEC PWR CO INC | COM | 404 | $475,603 | 5,856 | 0.00 | 0.00 | 198 | 3.50 | 12-31-2023 |