Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BELL BANK | 07-29-2024 | 06-30-2024 | 188 | 1,189,232,290 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD WORLD FD | INF TECH ETF | 151 | $738,612 | 1,281 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| THE TRADE DESK INC | COM CL A | 152 | $706,642 | 7,235 | 0.00 | 0.00 | -1,548 | -17.62 | 06-30-2024 |
| BANK AMERICA CORP | COM | 153 | $691,600 | 17,390 | 0.00 | 0.00 | 14 | 0.08 | 06-30-2024 |
| 3M CO | COM | 154 | $687,432 | 6,727 | 0.00 | 0.00 | -350 | -4.95 | 06-30-2024 |
