Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BRUCE G ALLEN INVESTMENTS LLC | 04-10-2024 | 03-31-2024 | 961 | 121,617,858 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN EXPRESS CO COM | Stock | 101 | $150,503 | 661 | 0.00 | 661 | +Inf | 03-31-2024 | |
| TEGNA INC COM | Stock | 102 | $149,430 | 10,002 | 0.00 | 10,002 | +Inf | 03-31-2024 | |
| EATON CORP PLC SHS | Stock | 103 | $148,210 | 474 | 0.00 | 474 | +Inf | 03-31-2024 | |
| APPLIED MATLS INC COM | Stock | 104 | $148,073 | 718 | 0.00 | 718 | +Inf | 03-31-2024 |
