Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WOLF GROUP CAPITAL ADVISORS | 04-25-2024 | 03-31-2024 | 103 | 210,396,110 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P SCP ETF | 51 | $1,852,879 | 18,593 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| CENCORA INC | COM | 52 | $1,829,624 | 9,508 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| FISERV INC | COM | 53 | $1,687,635 | 13,378 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SYSCO CORP | COM | 54 | $1,665,716 | 22,449 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
