Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BURNS J W & CO INC/NY | 04-17-2024 | 03-31-2024 | 188 | 718,389,997 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | Stock | 1 | $59,839,633 | 142,231 | 0.01 | 0.01 | -3,398 | -2.33 | 03-31-2024 |
| APPLE INC | Stock | 2 | $59,493,332 | 346,940 | 0.01 | 0.01 | -6,215 | -1.76 | 03-31-2024 |
| VISA INC | Stock | 3 | $34,483,372 | 123,561 | 0.00 | 0.00 | -3,080 | -2.43 | 03-31-2024 |
| AMAZON INC | Stock | 4 | $23,357,947 | 129,493 | 0.00 | 0.00 | -708 | -0.54 | 03-31-2024 |
