Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
DINUZZO PRIVATE WEALTH INC 05-06-2024 03-31-2024 1396 741,136,318
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ZOETIS INC CL A 251 $5,077 30 0.00 30 +Inf 03-31-2024
INVESCO EXCH TRADED FD TR II NASDAQNXTGEN100 252 $5,060 175 0.00 175 +Inf 03-31-2024
STARBUCKS CORP COM 253 $5,027 55 0.00 55 +Inf 03-31-2024
RELIANCE INC COM 254 $5,013 15 0.00 15 +Inf 03-31-2024
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