Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KLINGMAN & ASSOCIATES LLC | 05-01-2024 | 03-31-2024 | 238 | 1,441,342,968 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DISNEY WALT CO | COM | 151 | $471,576 | 3,854 | 0.00 | 0.00 | 159 | 4.30 | 03-31-2024 |
| PPG INDS INC | COM | 152 | $469,911 | 3,243 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 153 | $469,757 | 3,013 | 0.00 | 0.00 | 80 | 2.73 | 03-31-2024 |
| UNITEDHEALTH GROUP INC | COM | 154 | $469,471 | 949 | 0.00 | 0.00 | -70 | -6.87 | 03-31-2024 |
