Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
PRING TURNER CAPITAL GROUP INC 02-12-2024 12-31-2023 65 130,755,468
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
SPDR INDEX SHS FDS PORTFOLIO DEVLPD 1 $8,975,817 263,917 0.01 0.00 117,380 80.10 12-31-2023
SCHWAB STRATEGIC TR US MID-CAP ETF 2 $8,096,975 107,501 0.01 0.00 41,759 63.52 12-31-2023
BANK AMERICA CORP COM COM 3 $5,265,730 156,392 0.00 0.00 20,384 14.99 12-31-2023
PUBLIC STORAGE COM COM 4 $5,052,472 16,565 0.00 0.00 1,681 11.29 12-31-2023
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