Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LVM CAPITAL MANAGEMENT LTD/MI | 04-15-2024 | 03-31-2024 | 0 | 0 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MICROSOFT | COM | 1 | $77,336,000 | 183,817 | 9.14 | 8.87 | -458 | -0.25 | 03-31-2024 |
| APPLE | COM | 2 | $70,846,000 | 413,146 | 8.37 | 10.20 | -757 | -0.18 | 03-31-2024 |
| BROADCOM | COM | 3 | $53,576,000 | 40,422 | 6.33 | 5.85 | -509 | -1.24 | 03-31-2024 |
| PROCTER & GAMBLE | COM | 4 | $29,582,000 | 182,321 | 3.49 | 3.42 | 200 | 0.11 | 03-31-2024 |
