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 |
|---|---|---|---|---|---|---|---|---|---|
| Enbridge, Inc. | Stock | 251 | $10,000 | 295 | 0.01 | 0.01 | 0 | 0.00 | 06-30-2024 |
| SPDR SSGA US Large Cap Low Volatility ETF | ETF | 252 | $10,000 | 65 | 0.01 | 0.12 | -873 | -93.07 | 06-30-2024 |
| iShares Russell 2000 ETF | ETF | 253 | $10,000 | 50 | 0.01 | 0.01 | 0 | 0.00 | 06-30-2024 |
| Chubb Limited | Stock | 254 | $9,000 | 35 | 0.01 | 0.01 | 0 | 0.00 | 06-30-2024 |
