Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WAMBOLT & ASSOCIATES LLC | 04-30-2024 | 03-31-2024 | 219 | 334,319,807 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | S&P 400 MDCP VAL | 101 | $1,040,914 | 13,814 | 0.00 | 0.00 | -6,172 | -30.88 | 03-31-2024 |
| TRANE TECHNOLOGIES PLC | SHS | 102 | $1,035,860 | 3,491 | 0.00 | 0.00 | -2,439 | -41.13 | 03-31-2024 |
| ISHARES TR | 0-5YR HI YL CP | 103 | $1,031,908 | 24,470 | 0.00 | 0.00 | -19,261 | -44.04 | 03-31-2024 |
| VALMONT INDS INC | COM | 104 | $1,024,350 | 4,539 | 0.00 | 0.00 | 1,054 | 30.24 | 03-31-2024 |
