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 |
|---|---|---|---|---|---|---|---|---|---|
| APTIV PLC | SHS | 901 | $8,882 | 99 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| FIRST TR SML CP CORE ALPHA F | COM SHS | 902 | $8,881 | 97 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | MSCI EAFE MIN VL | 903 | $8,876 | 128 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| CHUNGHWA TELECOM CO LTD | SPON ADR NEW11 | 904 | $8,869 | 227 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
