Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PULLEN INVESTMENT MANAGEMENT LLC | 07-26-2024 | 06-30-2024 | 99 | 120,716,919 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 1 | $8,581,190 | 17,158 | 0.01 | 0.01 | 465 | 2.79 | 06-30-2024 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 2 | $5,889,456 | 22,016 | 0.00 | 0.00 | 794 | 3.74 | 06-30-2024 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 3 | $4,850,750 | 77,155 | 0.00 | 0.00 | -1,352 | -1.72 | 06-30-2024 |
| MICROSOFT CORP | COM | 4 | $4,320,611 | 9,667 | 0.00 | 0.00 | 34 | 0.35 | 06-30-2024 |
