Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FIRST NATIONAL ADVISERS LLC | 08-13-2024 | 06-30-2024 | 208 | 547,150,865 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DUKE ENERGY CORP NEW | COM NEW | 151 | $844,037 | 8,421 | 0.00 | 0.00 | -571 | -6.35 | 06-30-2024 |
| INMODE LTD | SHS | Liquidated | $0 | 0 | 0.00 | 0.00 | 6,167 | 23.41 | 06-30-2024 |
| PAYCHEX INC | COM | 153 | $804,904 | 6,789 | 0.00 | 0.00 | 1,302 | 23.73 | 06-30-2024 |
| FMC CORP | COM NEW | 154 | $795,155 | 13,808 | 0.00 | 0.00 | 1,845 | 15.42 | 06-30-2024 |
