Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| INVESTMENT PARTNERS LTD | 02-02-2024 | 12-31-2023 | 133 | 203,136,657 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 101 | $477,941 | 3,029 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | 102 | $453,789 | 6,300 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | 103 | $444,563 | 6,129 | 0.00 | 0.00 | 33 | 0.54 | 12-31-2023 |
| ISHARES TR | ISHS 5-10YR INVT | 104 | $429,729 | 8,264 | 0.00 | 0.00 | 31 | 0.38 | 12-31-2023 |
