Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FIDUCIARY PLANNING LLC | 04-29-2024 | 03-31-2024 | 56 | 264,429,707 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PIONEER NAT RES CO | COM | Liquidated | $0 | 0 | 0.52 | 0.50 | 138 | 3.03 | 12-31-2023 |
| CHEMED CORP NEW | COM | Liquidated | $0 | 0 | 0.51 | 0.53 | -3 | -0.13 | 12-31-2023 |
| AMAZON COM INC | COM | 53 | $997,862 | 5,532 | 0.00 | 0.00 | 1,261 | 29.52 | 03-31-2024 |
| PULTE GROUP INC | COM | Liquidated | $0 | 0 | 0.49 | 0.50 | 282 | 1.12 | 12-31-2023 |
