Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| NEWSQUARE CAPITAL LLC | 02-01-2024 | 12-31-2023 | 493 | 1,047,329,519 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| UDR INC COM | REIT | Liquidated | $0 | 0 | 0.00 | 50 | +Inf | 12-31-2023 | |
| APOLLO COML REAL EST FIN INC COM | REIT | 802 | $1,761 | 150 | 0.00 | 150 | +Inf | 12-31-2023 | |
| VANGUARD LONG-TERM BOND ETF | ETF | 803 | $1,715 | 23 | 0.00 | 23 | +Inf | 12-31-2023 | |
| AGILENT TECH INC | Stock | 804 | $1,668 | 12 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
