Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MOUNT YALE INVESTMENT ADVISORS LLC | 10-11-2023 | 09-30-2023 | 499 | 919,610,715 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WINTRUST FINL CORP | COM | 501 | $312,744 | 4,142 | 0.00 | 0.00 | 540 | 14.99 | 09-30-2023 |
| PHILLIPS 66 | COM | 502 | $310,708 | 2,586 | 0.00 | 0.00 | -66,223 | -96.24 | 09-30-2023 |
| SMITH & NEPHEW PLC | SPDN ADR NEW | 503 | $304,266 | 12,284 | 0.00 | 0.00 | 187 | 1.55 | 09-30-2023 |
| HEALTHEQUITY INC | COM | 504 | $302,938 | 4,147 | 0.00 | 0.00 | -115 | -2.70 | 09-30-2023 |
