Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CWS FINANCIAL ADVISORS LLC | 05-01-2024 | 03-31-2024 | 106 | 244,136,247 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ILLINOIS TOOL WKS INC | COM | 101 | $383,980 | 1,431 | 0.00 | 0.00 | -1,493 | -51.06 | 03-31-2024 |
| ORACLE CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -858 | -19.15 | 03-31-2024 |
| AT&T INC | COM | 103 | $374,953 | 21,304 | 0.00 | 0.00 | -3,896 | -15.46 | 03-31-2024 |
| CATERPILLAR INC | COM | 104 | $367,896 | 1,004 | 0.00 | 0.00 | -36 | -3.46 | 03-31-2024 |
