Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| JOHNSON FINANCIAL GROUP INC | 02-09-2024 | 12-31-2023 | 1270 | 1,745,743,646 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN EXPRESS CO | COM | 501 | $69,879 | 373 | 0.00 | 0.00 | -22 | -5.57 | 12-31-2023 |
| ISHARES TR | MSCI EMG MKT ETF | 502 | $69,644 | 1,732 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 503 | $69,633 | 900 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| INVESCO EXCH TRADED FD TR II | CEF INM COMPSI | 504 | $69,147 | 3,850 | 0.00 | 0.00 | -2,211 | -36.48 | 12-31-2023 |
