Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CSENGE ADVISORY GROUP | 05-03-2024 | 03-31-2024 | 709 | 1,785,938,281 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DREAM FINDERS HOMES INC | COM CL A | 451 | $652,758 | 14,927 | 0.00 | 0.00 | -1,384 | -8.49 | 03-31-2024 |
| MORGAN STANLEY | COM NEW | 452 | $650,123 | 6,904 | 0.00 | 0.00 | -2,759 | -28.55 | 03-31-2024 |
| ISHARES TR | CORE INTL AGGR | 453 | $645,096 | 12,915 | 0.00 | 0.00 | 1,923 | 17.49 | 03-31-2024 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 454 | $642,927 | 7,986 | 0.00 | 0.00 | -1,667 | -17.27 | 03-31-2024 |
