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 |
|---|---|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | 451 | $251,711 | 2,425 | 0.00 | 2,425 | +Inf | 03-31-2024 | |
| WELLTOWER INC | COM | 452 | $249,578 | 2,671 | 0.00 | 2,671 | +Inf | 03-31-2024 | |
| ISHARES TR | MSCI LW CRB TG | 453 | $249,313 | 1,389 | 0.00 | 0.00 | 52 | 3.89 | 03-31-2024 |
| SNAP ON INC | COM | 454 | $248,479 | 820 | 0.00 | 820 | +Inf | 03-31-2024 |
