Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TEMPUS WEALTH PLANNING LLC | 04-19-2024 | 03-31-2024 | 191 | 227,268,213 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| GENERAL ELECTRIC CO | COM | 1 | $15,966,995 | 90,964 | 0.01 | 90,964 | +Inf | 03-31-2024 | |
| GENERAL ELECTRIC CO | COM NEW | Liquidated | $0 | 0 | 0.00 | 0.00 | 2,016 | 2.22 | 03-31-2024 |
| MICROSOFT CORP | COM | 3 | $8,702,518 | 20,685 | 0.00 | 0.00 | -3,637 | -14.95 | 03-31-2024 |
| SPDR SER TR | BLOOMBERG 1-3 MO | 4 | $8,020,199 | 87,366 | 0.00 | 87,366 | +Inf | 03-31-2024 |
