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 |
|---|---|---|---|---|---|---|---|---|---|
| SIMON PPTY GROUP INC NEW | COM | 551 | $35,232 | 247 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| LUMOS PHARMA INC | COM | 552 | $34,748 | 10,927 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | 553 | $34,513 | 435 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| NNN REIT INC | COM | 554 | $34,480 | 800 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
