Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| REHMANN CAPITAL ADVISORY GROUP | 05-03-2024 | 03-31-2024 | 572 | 1,341,300,623 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WELLTOWER INC | COM | 751 | $216,146 | 2,313 | 0.00 | 0.00 | -134 | -5.48 | 03-31-2024 |
| CONSOLIDATED EDISON INC | COM | 752 | $215,492 | 2,373 | 0.00 | 0.00 | -55 | -2.27 | 03-31-2024 |
| SPDR SER TR | PORTFOLIO S&P600 | 753 | $215,027 | 4,996 | 0.00 | 0.00 | -1,162 | -18.87 | 03-31-2024 |
| PRINCIPAL FINANCIAL GROUP IN | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -432 | -12.66 | 12-31-2023 |
