Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AMERICAN TRUST | 06-11-2024 | 03-31-2024 | 286 | 1,197,090,326 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VEEVA SYSTEMS INC CLASS A | Equities | 151 | $880,654 | 3,801 | 0.00 | 0.00 | -280 | -6.86 | 03-31-2024 |
| MEDTRONIC CORPORATION | Equities | 152 | $873,940 | 10,028 | 0.00 | 0.00 | -835 | -7.69 | 03-31-2024 |
| SYNOPSYS INC | Equities | 153 | $851,535 | 1,490 | 0.00 | 0.00 | 30 | 2.05 | 03-31-2024 |
| Invesco S&P MidCap Momentum ETF | Equities | 154 | $848,443 | 7,387 | 0.00 | 0.00 | 192 | 2.67 | 03-31-2024 |
