Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MOUNT YALE INVESTMENT ADVISORS LLC | 10-11-2023 | 09-30-2023 | 499 | 919,610,715 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | ESG AWRE USD ETF | 651 | $230,808 | 10,607 | 0.00 | 0.00 | -275 | -2.53 | 09-30-2023 |
| SUMMIT MATLS INC | CL A | 652 | $228,261 | 7,330 | 0.00 | 0.00 | -168 | -2.24 | 09-30-2023 |
| INSPERITY INC | COM | 653 | $227,896 | 2,335 | 0.00 | 0.00 | -188 | -7.45 | 09-30-2023 |
| BLACK HILLS CORP | COM | 654 | $226,805 | 4,483 | 0.00 | 0.00 | -115 | -2.50 | 09-30-2023 |
