Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| D SCOTT NEAL INC | 07-15-2024 | 06-30-2024 | 76 | 179,645,399 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL C | 51 | $733,680 | 4,000 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| AT&T INC | COM | 52 | $704,968 | 36,890 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| VISA INC | COM CL A | 53 | $669,299 | 2,550 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| JOHNSON & JOHNSON | COM | 54 | $599,256 | 4,100 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
