Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| VISHRIA BIRD FINANCIAL GROUP LLC | 04-22-2024 | 03-31-2024 | 64 | 233,632,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FEDEX CORP | COM | 1 | $23,371,000 | 80,660 | 10.00 | 9.63 | 154 | 0.19 | 03-31-2024 |
| APPLE INC | COM | 2 | $18,423,000 | 107,436 | 7.89 | 9.58 | 2,182 | 2.07 | 03-31-2024 |
| MICROSOFT CORP | COM | 3 | $15,431,000 | 36,679 | 6.60 | 6.50 | 135 | 0.37 | 03-31-2024 |
| AMAZON COM INC | COM | 4 | $13,772,000 | 76,349 | 5.89 | 5.51 | -411 | -0.54 | 03-31-2024 |
