Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| XML FINANCIAL LLC | 05-15-2024 | 03-31-2024 | 340 | 976,536,337 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NIKE INC | CL B | Liquidated | $0 | 0 | 0.00 | 1,976 | +Inf | 03-31-2024 | |
| AUTOZONE INC | COM | 402 | $214,312 | 68 | 0.00 | 68 | +Inf | 03-31-2024 | |
| MCKESSON CORP | COM | 403 | $213,745 | 398 | 0.00 | 398 | +Inf | 03-31-2024 | |
| ISHARES TR | ESG AWR US AGRGT | 404 | $213,229 | 4,531 | 0.00 | 0.00 | 29 | 0.64 | 03-31-2024 |
