Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MUTUAL ADVISORS LLC | 05-02-2024 | 03-31-2024 | 1085 | 3,118,083,987 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | ESG MSCI LEADR | 951 | $438,561 | 4,673 | 0.00 | 4,673 | +Inf | 03-31-2024 | |
| DBX ETF TR | XTRCKR MSCI US | Liquidated | $438,169 | 8,877 | 0.00 | 0.00 | 8,877 | +Inf | 03-31-2024 |
| BOSTON SCIENTIFIC CORP | COM | 953 | $436,007 | 6,366 | 0.00 | 0.00 | 367 | 6.12 | 03-31-2024 |
| ROBLOX CORP | CL A | 954 | $435,557 | 11,408 | 0.00 | 11,408 | +Inf | 03-31-2024 |
