Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PDS PLANNING INC | 05-01-2024 | 03-31-2024 | 397 | 951,776,763 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| HUNTINGTON BANCSHARES INC | COM | 101 | $838,118 | 60,080 | 0.00 | 0.00 | 9,556 | 18.91 | 03-31-2024 |
| BANK AMERICA CORP | COM | 102 | $836,364 | 22,056 | 0.00 | 0.00 | 1,724 | 8.48 | 03-31-2024 |
| UNION PAC CORP | COM | 103 | $827,060 | 3,363 | 0.00 | 0.00 | 118 | 3.64 | 03-31-2024 |
| GENERAL ELECTRIC CO | COM NEW | 104 | $815,161 | 4,644 | 0.00 | 0.00 | 1,060 | 29.58 | 03-31-2024 |
