Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PINION INVESTMENT ADVISORS LLC | 11-06-2023 | 09-30-2023 | 156 | 154,000,825 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NEXTERA ENERGY INC | COM | 101 | $453,222 | 7,911 | 0.00 | 0.00 | -175 | -2.16 | 09-30-2023 |
| FIRST TR EXCHANGE-TRADED FD | SENIOR LN FD | 102 | $451,637 | 9,874 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| DANAHER CORPORATION | COM | 103 | $436,577 | 1,760 | 0.00 | 0.00 | -36 | -2.00 | 09-30-2023 |
| AMGEN INC | COM | 104 | $433,779 | 1,614 | 0.00 | 1,614 | +Inf | 09-30-2023 |
