Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MUTUAL ADVISORS LLC | 05-02-2024 | 03-31-2024 | 1085 | 3,118,083,987 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CISCO SYS INC | COM | 51 | $10,126,632 | 202,898 | 0.00 | 0.00 | 10,218 | 5.30 | 03-31-2024 |
| ISHARES TR | S&P 500 GRWT ETF | 52 | $10,116,903 | 119,812 | 0.00 | 0.00 | 4,298 | 3.72 | 03-31-2024 |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 53 | $10,091,594 | 57,577 | 0.00 | 0.00 | 1,879 | 3.37 | 03-31-2024 |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | 54 | $10,010,703 | 32,853 | 0.00 | 0.00 | -8,651 | -20.84 | 03-31-2024 |
