Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SAVANT CAPITAL LLC | 02-05-2024 | 12-31-2023 | 843 | 7,757,511,620 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VEEVA SYS INC | CL A COM | 851 | $230,640 | 1,198 | 0.00 | 1,198 | +Inf | 12-31-2023 | |
| DBX ETF TR | XTRACK MSCI EAFE | 852 | $230,339 | 9,333 | 0.00 | 9,333 | +Inf | 12-31-2023 | |
| WISDOMTREE TR | US SMALLCAP DIVD | 853 | $230,124 | 7,153 | 0.00 | 7,153 | +Inf | 12-31-2023 | |
| ESSEX PPTY TR INC | COM | 854 | $229,593 | 926 | 0.00 | 0.00 | 5 | 0.54 | 12-31-2023 |
