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 |
|---|---|---|---|---|---|---|---|---|---|
| FORD MTR CO DEL | COM | 201 | $277,826 | 20,921 | 0.00 | 0.00 | -771 | -3.55 | 03-31-2024 |
| CONOCOPHILLIPS | COM | 202 | $277,125 | 2,177 | 0.00 | 0.00 | 121 | 5.89 | 03-31-2024 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 203 | $272,177 | 5,379 | 0.00 | 5,379 | +Inf | 03-31-2024 | |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 204 | $264,295 | 1,269 | 0.00 | 0.00 | 10 | 0.79 | 03-31-2024 |
