Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
HUMMER FINANCIAL ADVISORY SERVICES INC | 07-12-2024 | 06-30-2024 | 100 | 115,711,523 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
CISCO SYS INC | COM | 51 | $471,537 | 9,925 | 0.00 | 0.00 | -50 | -0.50 | 06-30-2024 |
HONEYWELL INTL INC | COM | 52 | $468,720 | 2,195 | 0.00 | 0.00 | 25 | 1.15 | 06-30-2024 |
DUKE ENERGY CORP NEW | COM NEW | 53 | $448,427 | 4,474 | 0.00 | 0.00 | -133 | -2.89 | 06-30-2024 |
SSGA ACTIVE ETF TR | SPDR TR TACTIC | 54 | $425,004 | 10,700 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |