Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
MENARD FINANCIAL GROUP LLC 08-09-2024 06-30-2024 105 140,163,286
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
KRAFT HEINZ CO COM 201 $280,063 8,692 0.00 8,692 +Inf 06-30-2024
MCKESSON CORP COM 202 $279,755 479 0.00 479 +Inf 06-30-2024
NEXTERA ENERGY INC COM Liquidated $0 0 0.00 0.00 -647 -14.71 06-30-2024
MORGAN STANLEY COM NEW Liquidated $0 0 0.00 0.00 -3,877 -54.41 06-30-2024
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