Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| D SCOTT NEAL INC | 04-11-2024 | 03-31-2024 | 68 | 152,935,678 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR GOLD TR | GOLD SHS | 1 | $24,302,939 | 118,136 | 0.02 | 0.02 | -459 | -0.39 | 03-31-2024 |
| ABBVIE INC | COM | 2 | $14,578,176 | 80,056 | 0.01 | 0.01 | 22,578 | 39.28 | 03-31-2024 |
| UNUM GROUP | COM | 3 | $12,071,354 | 224,960 | 0.01 | 224,960 | +Inf | 03-31-2024 | |
| ALPHA METALLURGICAL RESOUR I | COM | Liquidated | $0 | 0 | 0.01 | 0.01 | -1,426 | -4.22 | 03-31-2024 |
