Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ULLAND INVESTMENT ADVISORS LLC | 07-16-2024 | 06-30-2024 | 223 | 143,859,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Clear Secure, Inc. | Stock | 151 | $37,000 | 1,980 | 0.03 | 1,980 | +Inf | 06-30-2024 | |
| Palo Alto Networks, Inc. | Stock | 152 | $36,000 | 105 | 0.03 | 0.02 | 0 | 0.00 | 06-30-2024 |
| Mastercard Incorporated | Stock | 153 | $36,000 | 82 | 0.03 | 0.03 | 0 | 0.00 | 06-30-2024 |
| Altria Group, Inc. | Stock | 154 | $34,000 | 742 | 0.02 | 0.03 | 0 | 0.00 | 06-30-2024 |
