Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| NAPLES MONEY MANAGEMENT LLC | 04-29-2024 | 03-31-2024 | 398 | 100,337,613 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DUPONT DE NEMOURS INC COM | Stock | 101 | $44,852 | 585 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| INTUITIVE SURGICAL INC COM NEW | Stock | 102 | $44,698 | 112 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| BOEING CO COM | Stock | Liquidated | $0 | 0 | 0.00 | 170 | +Inf | 03-31-2024 | |
| DEVON ENERGY CORP NEW COM | Stock | 104 | $43,908 | 875 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
