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 |
|---|---|---|---|---|---|---|---|---|---|
| PIMCO ETF TR | ACTIVE BD ETF | 601 | $26,348 | 285 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| DISCOVER FINL SVCS | COM | 602 | $26,302 | 234 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SAIA INC | COM | 603 | $26,293 | 60 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SERVICENOW INC | COM | 604 | $26,140 | 37 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
