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 |
|---|---|---|---|---|---|---|---|---|---|
| SELECT SECTOR SPDR TR | INDL | 651 | $21,886 | 192 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| PROLOGIS INC. | COM | 652 | $21,861 | 164 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| AMERICAN AIRLS GROUP INC | COM | 653 | $21,819 | 1,588 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| EXPEDIA GROUP INC | COM NEW | 654 | $21,554 | 142 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
