Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LESTER MURRAY ANTMAN DBA SIMPLYRICH | 01-26-2024 | 12-31-2023 | 173 | 290,783,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PNC FINL SVCS GROUP INC | COM | 101 | $1,278,000 | 8,255 | 0.44 | 0.49 | 0 | 0.00 | 12-31-2023 |
| FISERV INC | COM | 102 | $1,251,000 | 9,418 | 0.43 | 0.52 | -32 | -0.34 | 12-31-2023 |
| LOCKHEED MARTIN CORP | COM | 103 | $1,237,000 | 2,729 | 0.43 | 0.54 | 8 | 0.29 | 12-31-2023 |
| RAYTHEON TECHNOLOGIES CORP | COM | 104 | $1,229,000 | 14,605 | 0.42 | 0.51 | 0 | 0.00 | 12-31-2023 |
