Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| INVESTMENT RESEARCH & ADVISORY GROUP INC | 04-17-2024 | 03-31-2024 | 211 | 217,255,167 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| EDWARDS LIFESCIENCES | COM | 151 | $57,336 | 600 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| WORKDAY INC | CL A | 152 | $57,005 | 209 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ALTRIA GROUP INC | COM | 153 | $52,213 | 1,197 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| CHECK PT SOFTWARE | ORD | 154 | $49,203 | 300 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
