Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ESTATE COUNSELORS LLC | 01-23-2024 | 12-31-2023 | 118 | 809,830,892 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ERIE INDTY CO | CL A | 101 | $1,765,028 | 5,270 | 0.00 | 0.00 | -20 | -0.38 | 12-31-2023 |
| QUALCOMM INC | COM | 102 | $1,742,792 | 12,050 | 0.00 | 12,050 | +Inf | 12-31-2023 | |
| META PLATFORMS INC | CL A | 103 | $1,739,713 | 4,915 | 0.00 | 0.00 | -40 | -0.81 | 12-31-2023 |
| STEEL DYNAMICS INC | COM | 104 | $1,712,450 | 14,500 | 0.00 | 0.00 | -40 | -0.28 | 12-31-2023 |
