Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BURNS J W & CO INC/NY | 04-17-2024 | 03-31-2024 | 188 | 718,389,997 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PFIZER INC COM | Stock | 151 | $1,509,729 | 54,405 | 0.00 | 0.00 | -15,154 | -21.79 | 03-31-2024 |
| ISHARES RUSSELL 1000 GROWTH ETF | ETF | 152 | $1,500,884 | 4,453 | 0.00 | 0.00 | -90 | -1.98 | 03-31-2024 |
| UNION PAC CORP COM | Stock | 153 | $1,439,521 | 5,853 | 0.00 | 0.00 | -15 | -0.26 | 03-31-2024 |
| VANECK FALLEN ANGEL HIGH YIELD BOND ETF | ETF | 154 | $1,402,954 | 48,344 | 0.00 | 0.00 | -1,245 | -2.51 | 03-31-2024 |
