Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CSENGE ADVISORY GROUP | 05-03-2024 | 03-31-2024 | 709 | 1,785,938,281 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| EVERSOURCE ENERGY | COM | 551 | $503,257 | 8,420 | 0.00 | 0.00 | -451 | -5.08 | 03-31-2024 |
| UNION PAC CORP | COM | 552 | $502,407 | 2,043 | 0.00 | 0.00 | -31 | -1.49 | 03-31-2024 |
| FIRST TR EXCH TRADED FD III | ULTRA SHT DUR MU | 553 | $500,875 | 25,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| INVESCO EXCH TRADED FD TR II | CEF INM COMPSI | 554 | $500,576 | 26,556 | 0.00 | 0.00 | 125 | 0.47 | 03-31-2024 |
