Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ABUNDANCE WEALTH COUNSELORS | 04-19-2024 | 03-31-2024 | 137 | 434,448,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| EXELON CORP | COM | 101 | $784,000 | 20,880 | 0.18 | 0.18 | 2,050 | 10.89 | 03-31-2024 |
| EQT CORP | COM | 102 | $781,000 | 21,071 | 0.18 | 0.20 | 910 | 4.51 | 03-31-2024 |
| 3M CO | COM | 103 | $775,000 | 7,307 | 0.18 | 0.19 | 788 | 12.09 | 03-31-2024 |
| FRANKLIN RESOURCES INC | COM | 104 | $739,000 | 26,298 | 0.17 | 0.19 | 2,012 | 8.28 | 03-31-2024 |
