Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ASSET PLANNING SERVICES INC /LA/ /ADV | 04-23-2024 | 03-31-2024 | 35 | 178,913,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Nvidia Corp | COM | 1 | $23,682,000 | 26,210 | 13.24 | 7.90 | -25 | -0.10 | 03-31-2024 |
| Microsoft | COM | 2 | $21,223,000 | 50,445 | 11.86 | 11.52 | 55 | 0.11 | 03-31-2024 |
| JP Morgan Chase | COM | 3 | $8,728,000 | 43,577 | 4.88 | 4.57 | -565 | -1.28 | 03-31-2024 |
| Amazon Com Inc | COM | 4 | $8,268,000 | 45,835 | 4.62 | 4.21 | 300 | 0.66 | 03-31-2024 |
