Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| J W COONS ADVISORS LLC | 02-12-2024 | 12-31-2023 | 241 | 369,631,546 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ZURN ELKAY WATER SOLNS CORP | COM | 1 | $44,313,077 | 1,506,735 | 0.01 | 0.01 | -181,783 | -10.77 | 12-31-2023 |
| APPLE INC | COM | 2 | $23,461,648 | 121,860 | 0.01 | 0.01 | -1,298 | -1.05 | 12-31-2023 |
| MICROSOFT CORP | COM | 3 | $16,642,926 | 44,258 | 0.00 | 0.00 | 233 | 0.53 | 12-31-2023 |
| SPDR S&P 500 ETF TR | TR UNIT | 4 | $8,485,235 | 17,852 | 0.00 | 0.00 | 720 | 4.20 | 12-31-2023 |
