Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PETTEE INVESTORS INC | 08-02-2024 | 06-30-2024 | 116 | 207,386,703 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| JPMorgan Chase | COM | 1 | $12,455,373 | 61,581 | 0.01 | 0.01 | -913 | -1.46 | 06-30-2024 |
| Johnson & Johnson | COM | 2 | $8,437,232 | 57,726 | 0.00 | 0.01 | -34,159 | -37.18 | 06-30-2024 |
| Apple | COM | 3 | $7,745,129 | 36,773 | 0.00 | 0.00 | -57 | -0.15 | 06-30-2024 |
| Microsoft | COM | 4 | $7,718,380 | 17,269 | 0.00 | 0.00 | -575 | -3.22 | 06-30-2024 |
