Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KEY FINANCIAL INC | 05-01-2024 | 03-31-2024 | 1307 | 365,854,463 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| EVEREST GROUP LTD | COM | 451 | $56,219 | 159 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| EQUIFAX INC | COM | 452 | $56,135 | 227 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| HUMANA INC | COM | 453 | $55,588 | 121 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| TEMPLETON EMERGING MKTS FD | COM | 454 | $55,316 | 4,736 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
