Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| &PARTNERS | 04-10-2024 | 03-31-2024 | 491 | 725,828,288 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CANADIAN PACIFIC KANSAS CITY | COM | 401 | $298,627 | 3,384 | 0.00 | 3,384 | +Inf | 03-31-2024 | |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 402 | $296,929 | 1,259 | 0.00 | 1,259 | +Inf | 03-31-2024 | |
| TRANE TECHNOLOGIES PLC | SHS | 403 | $296,898 | 989 | 0.00 | 989 | +Inf | 03-31-2024 | |
| T-MOBILE US INC | COM | 404 | $296,250 | 1,815 | 0.00 | 1,815 | +Inf | 03-31-2024 |
