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 |
|---|---|---|---|---|---|---|---|---|---|
| 3M CO | COM | 301 | $3,713 | 35 | 0.00 | 35 | +Inf | 03-31-2024 | |
| NUVEEN AMT FREE QLTY MUN INC | COM | 302 | $3,698 | 334 | 0.00 | 334 | +Inf | 03-31-2024 | |
| MOLINA HEALTHCARE INC | COM | 303 | $3,698 | 9 | 0.00 | 9 | +Inf | 03-31-2024 | |
| PIONEER NAT RES CO | COM | 304 | $3,675 | 14 | 0.00 | 14 | +Inf | 03-31-2024 |
