Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PROVISE MANAGEMENT GROUP LLC | 02-09-2024 | 12-31-2023 | 342 | 1,179,617,336 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | RUS MID CAP ETF | 401 | $266,692 | 3,431 | 0.00 | 0.00 | 351 | 11.40 | 12-31-2023 |
| HANESBRANDS INC | COM | 402 | $265,183 | 59,458 | 0.00 | 0.00 | -14,361 | -19.45 | 12-31-2023 |
| BP PLC | SPONSORED ADR | 403 | $261,748 | 7,394 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| CATERPILLAR INC | COM | 404 | $261,372 | 884 | 0.00 | 0.00 | 8 | 0.91 | 12-31-2023 |
