Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| &PARTNERS | 04-10-2024 | 03-31-2024 | 491 | 725,828,288 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| COCA-COLA EUROPACIFIC PARTNE | SHS | 501 | $214,187 | 2,952 | 0.00 | 2,952 | +Inf | 03-31-2024 | |
| ISHARES TR | PFD AND INCM SEC | 502 | $214,105 | 6,643 | 0.00 | 6,643 | +Inf | 03-31-2024 | |
| METLIFE INC | COM | 503 | $213,881 | 2,886 | 0.00 | 2,886 | +Inf | 03-31-2024 | |
| FISERV INC | COM | 504 | $208,725 | 1,306 | 0.00 | 1,306 | +Inf | 03-31-2024 |
