Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BENEDETTI & GUCER INC | 02-12-2024 | 12-31-2023 | 142 | 190,835,095 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CHEVRON CORPORATION NEW | COM | 101 | $1,367,798 | 9,170 | 0.00 | 0.81 | -891 | -8.86 | 12-31-2023 |
| LILLY ELI & COMPANY | Equity | Liquidated | $0 | 0 | 0.69 | 2,844 | +Inf | 12-31-2023 | |
| JPMORGAN CHASE & COMPANY | Equity | Liquidated | $0 | 0 | 0.67 | 8,967 | +Inf | 12-31-2023 | |
| BRISTOL-MYERS SQUIBB COMPANY | Equity | Liquidated | $0 | 0 | 0.66 | 20,025 | +Inf | 12-31-2023 |
