Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GLASS JACOBSON INVESTMENT ADVISORS LLC | 04-26-2024 | 03-31-2024 | 753 | 266,265,004 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BLOCK INC | CL A | 801 | $2,538 | 30 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 802 | $2,533 | 35 | 0.00 | 35 | +Inf | 03-31-2024 | |
| ISHARES U S ETF TR | INT RT HD LONG | 803 | $2,524 | 103 | 0.00 | 103 | +Inf | 03-31-2024 | |
| FIDELITY NATIONAL FINANCIAL | FNF GROUP COM | 804 | $2,496 | 47 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
