Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LONGVIEW WEALTH MANAGEMENT | 04-16-2024 | 03-31-2024 | 176 | 252,295,436 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIGITAL RLTY TR INC | COM | 101 | $491,505 | 3,412 | 0.00 | 0.00 | 16 | 0.47 | 03-31-2024 |
| MEDTRONIC PLC | SHS | 102 | $485,302 | 5,569 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| WELLTOWER INC | COM | 103 | $478,052 | 5,116 | 0.00 | 0.00 | 104 | 2.08 | 03-31-2024 |
| VANGUARD BD INDEX FDS | LONG TERM BOND | 104 | $475,189 | 6,570 | 0.00 | 0.00 | 599 | 10.03 | 03-31-2024 |
