Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
GOODWIN DANIEL L 10-24-2023 09-30-2023 158 206,811,998
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
KITE RLTY GROUP TR COM NEW 1 $109,968,524 5,133,918 0.05 0.05 0 0.00 09-30-2023
SPDR S&P 500 ETF TR TR UNIT 2 $10,758,817 25,168 0.01 0.00 2,081 9.01 09-30-2023
ALPHABET INC CAP STK CL C 3 $5,566,707 42,220 0.00 0.00 4,320 11.40 09-30-2023
UNITEDHEALTH GROUP INC COM 4 $5,132,655 10,180 0.00 0.00 0 0.00 09-30-2023
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