Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CRUMLY & ASSOCIATES INC | 05-01-2024 | 03-31-2024 | 131 | 380,347,030 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DISNEY WALT CO | COM | 101 | $670,293 | 5,478 | 0.00 | 0.00 | 65 | 1.20 | 03-31-2024 |
| SCHWAB CHARLES CORP | COM | 102 | $666,745 | 9,217 | 0.00 | 0.00 | -93 | -1.00 | 03-31-2024 |
| ELI LILLY & CO | COM | 103 | $666,712 | 857 | 0.00 | 857 | +Inf | 03-31-2024 | |
| SALESFORCE INC | COM | 104 | $661,692 | 2,197 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
