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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD WORLD FD | UTILITIES ETF | 801 | $12,199 | 89 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| WESCO INTL INC | COM | 802 | $12,172 | 70 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| CECO ENVIRONMENTAL CORP | COM | 803 | $12,168 | 600 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| KINROSS GOLD CORP | COM | 804 | $12,100 | 2,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
