Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LESTER MURRAY ANTMAN DBA SIMPLYRICH | 05-03-2024 | 03-31-2024 | 179 | 309,497,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SEMPRA | COM | 151 | $892,000 | 12,406 | 0.29 | 0.32 | 93 | 0.76 | 03-31-2024 |
| CVS HEALTH CORP | COM | 152 | $877,000 | 10,992 | 0.28 | 0.30 | 93 | 0.85 | 03-31-2024 |
| LINDE PLC | SHS | 153 | $833,000 | 1,793 | 0.27 | 0.25 | 17 | 0.96 | 03-31-2024 |
| JOHNSON CTLS INTL PLC | SHS | 154 | $824,000 | 12,603 | 0.27 | 0.25 | 0 | 0.00 | 03-31-2024 |
