Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| REUTER JAMES WEALTH MANAGEMENT LLC | 02-14-2024 | 12-31-2023 | 136 | 147,155,848 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| UNITED PARCEL SERVICE INC | CL B | 51 | $922,468 | 5,867 | 0.00 | 0.00 | -277 | -4.51 | 12-31-2023 |
| LYONDELLBASELL INDUSTRIES N | SHS - A - | 52 | $922,086 | 9,698 | 0.00 | 0.00 | -390 | -3.87 | 12-31-2023 |
| SPDR S&P 500 ETF TR | TR UNIT | 53 | $885,890 | 1,863 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| DOMINION ENERGY INC | COM | 54 | $856,763 | 18,229 | 0.00 | 0.00 | -665 | -3.52 | 12-31-2023 |
