Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ANNIS GARDNER WHITING CAPITAL ADVISORS LLC | 05-13-2024 | 03-31-2024 | 943 | 279,238,926 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INTERNATIONAL BUSINESS MACHS | COM | 151 | $294,270 | 1,541 | 0.00 | 0.00 | 348 | 29.17 | 03-31-2024 |
| HONEYWELL INTL INC | COM | 152 | $293,508 | 1,430 | 0.00 | 0.00 | 49 | 3.55 | 03-31-2024 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 153 | $292,603 | 7,949 | 0.00 | 7,949 | +Inf | 03-31-2024 | |
| AMERICAN ELEC PWR CO INC | COM | 154 | $291,105 | 3,381 | 0.00 | 0.00 | 2,868 | 559.06 | 03-31-2024 |
