Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| APEXIUM FINANCIAL LP | 04-18-2024 | 03-31-2024 | 226 | 1,318,722,394 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 51 | $2,710,354 | 35,351 | 0.00 | 0.00 | 7,136 | 25.29 | 03-31-2024 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 52 | $2,553,591 | 15,077 | 0.00 | 0.00 | 9,924 | 192.59 | 03-31-2024 |
| VANGUARD INDEX FDS | VALUE ETF | 53 | $2,542,245 | 15,610 | 0.00 | 0.00 | 5,746 | 58.25 | 03-31-2024 |
| UNITEDHEALTH GROUP INC | COM | 54 | $2,502,929 | 5,059 | 0.00 | 0.00 | 204 | 4.20 | 03-31-2024 |
