Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL INC | 05-02-2024 | 03-31-2024 | 158 | 240,989,755 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | COM | 1 | $6,356,721 | 31,736 | 0.00 | 0.00 | -614 | -1.90 | 03-31-2024 |
| MICROSOFT CORP | COM | 2 | $6,059,209 | 14,402 | 0.00 | 0.00 | 344 | 2.45 | 03-31-2024 |
| MARATHON PETE CORP | COM | 3 | $5,415,111 | 26,874 | 0.00 | 0.00 | -512 | -1.87 | 03-31-2024 |
| EATON CORP PLC | SHS | 4 | $5,143,273 | 16,449 | 0.00 | 0.00 | -1,119 | -6.37 | 03-31-2024 |
