Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WELCH GROUP LLC | 04-09-2024 | 03-31-2024 | 234 | 2,016,402,337 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | COMMON | 1 | $85,229,334 | 202,580 | 0.00 | 202,580 | +Inf | 03-31-2024 | |
| SERVISFIRST BANCSHARES INC | COMMON | 2 | $84,560,619 | 1,274,271 | 0.00 | 1,274,271 | +Inf | 03-31-2024 | |
| MICROSOFT CORP | Common | Liquidated | $0 | 0 | 0.00 | 0.00 | -7,499 | -3.24 | 03-31-2024 |
| SERVISFIRST BANCSHARES INC | Common | Liquidated | $0 | 0 | 0.00 | 0.00 | -25,346 | -1.91 | 03-31-2024 |
