Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
COZAD ASSET MANAGEMENT INC 02-05-2024 12-31-2023 383 867,204,889
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
First Trust Mid Cap Core AlphaDEX ETF COM 151 $1,540,063 14,745 0.00 0.00 -217 -1.45 12-31-2023
Lowe's Cos COM 152 $1,514,453 6,805 0.00 0.00 -2,855 -29.55 12-31-2023
I.B.M. COM 153 $1,463,118 8,946 0.00 0.00 330 3.83 12-31-2023
Vanguard FTSE All-World (ex. US) ETF COM 154 $1,455,654 25,929 0.00 0.00 -797 -2.98 12-31-2023
logo   

Please upgrade to premium to see all results. Signup if you don't have an account.

Login Signup
Debug Info- Version: 2.6