Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BRUCE G ALLEN INVESTMENTS LLC | 04-10-2024 | 03-31-2024 | 961 | 121,617,858 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DOVER CORP COM | Stock | 151 | $103,479 | 584 | 0.00 | 584 | +Inf | 03-31-2024 | |
| AGILENT TECHNOLOGIES INC COM | Stock | 152 | $102,294 | 703 | 0.00 | 703 | +Inf | 03-31-2024 | |
| VANGUARD FTSE DEVELOPED MARKETS ETF | ETF | 153 | $101,723 | 2,028 | 0.00 | 2,028 | +Inf | 03-31-2024 | |
| STRYKER CORPORATION COM | Stock | 154 | $101,277 | 283 | 0.00 | 283 | +Inf | 03-31-2024 |
