Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FINANCIAL INSIGHTS INC | 04-25-2024 | 03-31-2024 | 159 | 358,508,608 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| TRANE TECHNOLOGIES PLC | SHS | 51 | $1,866,644 | 6,218 | 0.00 | 6,218 | +Inf | 03-31-2024 | |
| EATON CORP PLC | SHS | 52 | $1,833,243 | 5,863 | 0.00 | 5,863 | +Inf | 03-31-2024 | |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | Liquidated | $0 | 0 | 1.56 | 1.21 | 2,880 | 16.32 | 03-31-2024 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 54 | $1,690,841 | 40,480 | 0.00 | 0.21 | 35,980 | 799.56 | 03-31-2024 |
