Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STILES FINANCIAL SERVICES INC | 04-30-2024 | 03-31-2024 | 175 | 249,542,088 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| EDISON INTL | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 2,530 | 85.39 | 12-31-2023 |
| LOWES COS INC | COM | 152 | $343,268 | 1,348 | 0.00 | 0.00 | -118 | -8.05 | 03-31-2024 |
| ATKORE INC | COM | 153 | $320,393 | 1,683 | 0.00 | 0.00 | 3 | 0.18 | 03-31-2024 |
| MARSH & MCLENNAN COS INC | COM | 154 | $312,238 | 1,516 | 0.00 | 0.00 | -97 | -6.01 | 03-31-2024 |
