Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
MOUNT YALE INVESTMENT ADVISORS LLC 10-11-2023 09-30-2023 499 919,610,715
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
EDWARDS LIFESCIENCES CORP COM 401 $448,934 6,480 0.00 0.00 -101 -1.53 09-30-2023
VIPSHOP HLDGS LTD SPONSORED ADS A 402 $447,271 27,937 0.00 0.00 157 0.57 09-30-2023
BCE INC COM NEW 403 $445,411 11,669 0.00 0.00 658 5.98 09-30-2023
AVANTOR INC COM 404 $444,303 21,077 0.00 0.00 3,801 22.00 09-30-2023
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