Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SMITH MOORE & CO | 02-13-2024 | 12-31-2023 | 410 | 848,723,367 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NIKE INC | CL B | 551 | $200,798 | 1,849 | 0.00 | 0.00 | -123 | -6.24 | 12-31-2023 |
| ALLIANT ENERGY CORP | COM | 552 | $200,070 | 3,900 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES TR | GL CLEAN ENE ETF | 553 | $161,670 | 10,383 | 0.00 | 0.00 | -2,358 | -18.51 | 12-31-2023 |
| EATON VANCE TAX-MANAGED DIVE | COM | 554 | $139,616 | 11,453 | 0.00 | 11,453 | +Inf | 12-31-2023 |
