Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
AUTUMN GLORY PARTNERS LLC 08-01-2024 06-30-2024 215 195,916,765
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
BP PLC SPONSORED ADR 51 $1,303,968 36,121 0.00 0.00 0 0.00 06-30-2024
ALLIANCE RESOURCE PARTNERS L UT LTD PART 52 $1,279,258 52,300 0.00 0.00 9,000 20.79 06-30-2024
COCA COLA CO COM 53 $1,260,648 19,806 0.00 0.00 -1,063 -5.09 06-30-2024
DIAGEO PLC SPON ADR NEW 54 $1,228,019 9,740 0.00 0.00 0 0.00 06-30-2024
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