Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LAFAYETTE INVESTMENTS INC | 01-31-2024 | 12-31-2023 | 135 | 402,368,219 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ABBVIE INC | COM | 101 | $357,981 | 2,310 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SCHWAB STRATEGIC TR | SCHWAB FDT US LG | 102 | $356,837 | 5,761 | 0.00 | 0.00 | 39 | 0.68 | 12-31-2023 |
| BROADCOM INC | COM | 103 | $349,387 | 313 | 0.00 | 0.00 | 25 | 8.68 | 12-31-2023 |
| AT&T INC | COM | 104 | $340,761 | 20,308 | 0.00 | 0.00 | -325 | -1.58 | 12-31-2023 |
