Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| INVESTMENT PARTNERS LTD | 02-02-2024 | 12-31-2023 | 133 | 203,136,657 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN COS INC | COM | 151 | $305,934 | 1,615 | 0.00 | 0.00 | 3 | 0.19 | 12-31-2023 |
| FIDELITY NATIONAL FINANCIAL | FNF GROUP COM | 152 | $304,987 | 5,978 | 0.00 | 0.00 | 54 | 0.91 | 12-31-2023 |
| NIKE INC | CL B | 153 | $289,459 | 2,666 | 0.00 | 0.00 | -157 | -5.56 | 12-31-2023 |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 154 | $288,192 | 568 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
