Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SYM FINANCIAL CORP | 02-06-2024 | 12-31-2023 | 178 | 617,709,202 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| TESLA INC | COM | 51 | $567,280 | 2,283 | 0.00 | 0.00 | 19 | 0.84 | 12-31-2023 |
| ISHARES INC | CORE MSCI EMKT | 52 | $563,916 | 11,149 | 0.00 | 0.00 | 2,312 | 26.16 | 12-31-2023 |
| HOME DEPOT INC | COM | 53 | $563,490 | 1,626 | 0.00 | 0.00 | 120 | 7.97 | 12-31-2023 |
| TARGA RES CORP | COM | 54 | $521,220 | 6,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
