Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SHEAFF BROCK INVESTMENT ADVISORS LLC | 02-08-2024 | 12-31-2023 | 481 | 1,292,580,819 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MONDELEZ INTL INC | CL A | 101 | $2,239,759 | 30,923 | 0.00 | 0.00 | 1,808 | 6.21 | 12-31-2023 |
| CINTAS CORP | COM | 102 | $2,222,704 | 3,688 | 0.00 | 0.00 | 60 | 1.65 | 12-31-2023 |
| GARTNER INC | COM | 103 | $2,210,439 | 4,900 | 0.00 | 0.00 | 22 | 0.45 | 12-31-2023 |
| PFIZER INC | COM | 104 | $2,209,619 | 76,750 | 0.00 | 0.00 | -3,837 | -4.76 | 12-31-2023 |
