Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BELLWETHER ADVISORS LLC | 05-06-2024 | 03-31-2024 | 118 | 455,184,450 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CLOROX CO DEL | COM | 151 | $1,556,574 | 10,166 | 0.00 | 10,166 | +Inf | 03-31-2024 | |
| BRISTOL-MYERS SQUIBB CO | COM | Liquidated | $0 | 0 | 0.00 | 24,012 | +Inf | 12-31-2023 | |
| ALTRIA GROUP INC | COM | Liquidated | $0 | 0 | 0.00 | 32,485 | +Inf | 12-31-2023 | |
| BROWN FORMAN CORP | CL B | 154 | $1,463,365 | 28,349 | 0.00 | 28,349 | +Inf | 03-31-2024 |
