Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CRUMLY & ASSOCIATES INC | 05-01-2024 | 03-31-2024 | 131 | 380,347,030 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| TRACTOR SUPPLY CO | COM | 151 | $440,998 | 1,685 | 0.00 | 0.00 | 118 | 7.53 | 03-31-2024 |
| ASTRAZENECA PLC | SPONSORED ADR | 152 | $436,175 | 6,438 | 0.00 | 0.00 | 238 | 3.84 | 03-31-2024 |
| PROCTER AND GAMBLE CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 72 | 2.68 | 12-31-2023 |
| EATON CORP PLC | SHS | 154 | $366,461 | 1,172 | 0.00 | 0.00 | 105 | 9.84 | 03-31-2024 |
