Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| INVESTMENT PARTNERS ASSET MANAGEMENT INC | 04-15-2024 | 03-31-2024 | 138 | 110,708,116 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $6,359,443 | 37,086 | 0.01 | 0.01 | -426 | -1.14 | 03-31-2024 |
| MICROSOFT CORP | COM | 2 | $5,340,850 | 12,695 | 0.00 | 0.00 | -269 | -2.07 | 03-31-2024 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 3 | $4,537,242 | 78,418 | 0.00 | 0.00 | 4,546 | 6.15 | 03-31-2024 |
| GLOBAL X FDS | RATE PREFERRED | 4 | $3,164,918 | 133,654 | 0.00 | 0.00 | 3,535 | 2.72 | 03-31-2024 |
