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 |
|---|---|---|---|---|---|---|---|---|---|
| HALEON PLC | SPON ADS | 701 | $18,800 | 2,284 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | 702 | $18,762 | 200 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| GENUINE PARTS CO | COM | 703 | $18,698 | 135 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| CARDINAL HEALTH INC | COM | 704 | $18,648 | 185 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
