Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| VERUM PARTNERS LLC | 04-18-2024 | 03-31-2024 | 156 | 281,636,126 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| LOWES COS INC | COM | 51 | $1,840,124 | 7,224 | 0.00 | 0.00 | 173 | 2.45 | 03-31-2024 |
| VANGUARD ADMIRAL FDS INC | 500 VAL IDX FD | 52 | $1,814,633 | 10,055 | 0.00 | 0.00 | -1,657 | -14.15 | 03-31-2024 |
| INVESCO EXCHANGE TRADED FD T | FTSE RAFI 1000 | 53 | $1,784,641 | 46,390 | 0.00 | 0.00 | -125 | -0.27 | 03-31-2024 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | 54 | $1,772,414 | 22,538 | 0.00 | 0.00 | -8,767 | -28.01 | 03-31-2024 |
