Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KEY FINANCIAL INC | 05-01-2024 | 03-31-2024 | 1307 | 365,854,463 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO CURRENCYSHARES JAPAN | JAPANESE YEN | 501 | $45,738 | 695 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| PACCAR INC | COM | 502 | $45,577 | 467 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| INDEXIQ ACTIVE ETF TR | IQ MACKAY INSRED | 503 | $45,338 | 1,846 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | CORE S&P US VLU | 504 | $45,285 | 537 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
