Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
INSIGHT FOLIOS INC | 04-19-2024 | 03-31-2024 | 120 | 246,947,179 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
ONEOK INC NEW | COM | 1 | $8,227,445 | 102,625 | 0.00 | 0.00 | 3,048 | 3.06 | 03-31-2024 |
ENERGY TRANSFER L P | COM UT LTD PTN | 2 | $8,124,862 | 516,520 | 0.00 | 0.00 | -76,518 | -12.90 | 03-31-2024 |
EXXON MOBIL CORP | COM | 3 | $8,008,966 | 68,900 | 0.00 | 0.00 | -175 | -0.25 | 03-31-2024 |
NUCOR CORP | COM | 4 | $7,898,998 | 39,914 | 0.00 | 0.00 | -8,788 | -18.04 | 03-31-2024 |