Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AMERICAN INVESTMENT SERVICES INC | 02-12-2024 | 12-31-2023 | 146 | 530,387,521 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| THE CIGNA GROUP | COM | 101 | $608,782 | 2,033 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| CHEVRON CORP NEW | COM | 102 | $589,080 | 3,949 | 0.00 | 0.00 | -10,642 | -72.94 | 12-31-2023 |
| CROWN CASTLE INC | COM | 103 | $568,348 | 4,934 | 0.00 | 0.00 | 941 | 23.57 | 12-31-2023 |
| PUBLIC STORAGE | COM | 104 | $545,645 | 1,789 | 0.00 | 0.00 | 199 | 12.52 | 12-31-2023 |
