Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
DONALDSON CAPITAL MANAGEMENT LLC | 07-31-2024 | 06-30-2024 | 209 | 2,383,586,014 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
ECOLAB INC | COM | 51 | $6,593,733 | 27,705 | 0.00 | 0.00 | 1,024 | 3.84 | 06-30-2024 |
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 52 | $6,436,759 | 82,777 | 0.00 | 0.00 | 1,044 | 1.28 | 06-30-2024 |
WASTE MGMT INC DEL | COM | 53 | $6,095,579 | 28,572 | 0.00 | 0.00 | 802 | 2.89 | 06-30-2024 |
SELECT SECTOR SPDR TR | ENERGY | 54 | $5,755,595 | 63,144 | 0.00 | 0.00 | -12,496 | -16.52 | 06-30-2024 |