Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| DONALDSON CAPITAL MANAGEMENT LLC | 07-31-2024 | 06-30-2024 | 209 | 2,383,586,014 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | PRTFLO S&P500 GW | 251 | $377,653 | 4,713 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| HARTFORD FDS EXCHANGE TRADED | MUN OPORTUNITE | 252 | $376,164 | 9,720 | 0.00 | 9,720 | +Inf | 06-30-2024 | |
| TRAVELERS COMPANIES INC | COM | 253 | $375,628 | 1,847 | 0.00 | 0.00 | 2 | 0.11 | 06-30-2024 |
| LAUDER ESTEE COS INC | CL A | 254 | $356,649 | 3,352 | 0.00 | 0.00 | -15,619 | -82.33 | 06-30-2024 |
