Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 05-03-2024 | 03-31-2024 | 279 | 287,897,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DHR | Danaher Corp Del | 101 | $63,000 | 255 | 0.02 | 0.02 | 0 | 0.00 | 03-31-2024 |
| AMD | Advanced Micro Dev | 102 | $63,000 | 350 | 0.02 | 0.02 | 0 | 0.00 | 03-31-2024 |
| V | Visa | 103 | $62,000 | 225 | 0.02 | 0.02 | 0 | 0.00 | 03-31-2024 |
| AMGN | Amgen Inc. | 104 | $61,000 | 218 | 0.02 | 0.02 | -10 | -4.39 | 03-31-2024 |
