Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SEED PLANNING GROUP LLC | 04-16-2024 | 03-31-2024 | 75 | 273,877,780 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AMAZON COM INC | COM | 1 | $13,533,517 | 75,028 | 0.00 | 0.00 | -2,435 | -3.14 | 03-31-2024 |
| APPLE INC | COM | 2 | $11,936,546 | 69,609 | 0.00 | 0.01 | -21,284 | -23.42 | 03-31-2024 |
| NEXTERA ENERGY INC | COM | 3 | $11,137,650 | 174,271 | 0.00 | 0.00 | 24,659 | 16.48 | 03-31-2024 |
| ECOLAB INC | COM | 4 | $10,672,309 | 46,220 | 0.00 | 0.00 | -1,273 | -2.68 | 03-31-2024 |
