Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ROWLANDMILLER & PARTNERSADV | 04-08-2024 | 03-31-2024 | 181 | 473,754,407 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PROGRESSIVE CORP COM | COM | 1 | $25,999,088 | 125,708 | 0.01 | 0.00 | -4,190 | -3.23 | 03-31-2024 |
| APPLE INC COM | COM | 2 | $25,056,314 | 146,117 | 0.01 | 0.01 | -2,905 | -1.95 | 03-31-2024 |
| MICROSOFT CORP COM | COM | 3 | $21,430,673 | 50,938 | 0.00 | 0.00 | 1,928 | 3.93 | 03-31-2024 |
| ELI LILLY & CO COM | COM | 4 | $17,433,228 | 22,408 | 0.00 | 0.00 | -2,146 | -8.74 | 03-31-2024 |
