Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ACCREDITED INVESTORS INC | 05-14-2024 | 03-31-2024 | 210 | 1,556,490,406 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLIED MATLS INC | COM | 101 | $1,001,337 | 4,855 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| MEDTRONIC | PLC SHS | 102 | $988,245 | 11,340 | 0.00 | 11,340 | +Inf | 03-31-2024 | |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 103 | $976,063 | 10,527 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| MEDTRONIC PLC | SHS | Liquidated | $0 | 0 | 0.00 | 0.00 | -344 | -2.93 | 03-31-2024 |
