Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KEENER FINANCIAL PLANNING LLC | 05-03-2024 | 03-31-2024 | 186 | 145,413,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | Liquidated | $0 | 0 | 0.01 | 202 | +Inf | 03-31-2024 | |
| YUM BRANDS INC | COM | 152 | $14,000 | 100 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2024 |
| TARGET CORP | COM | 153 | $14,000 | 76 | 0.01 | 76 | +Inf | 03-31-2024 | |
| BECTON DICKINSON & CO | COM | 154 | $14,000 | 54 | 0.01 | 54 | +Inf | 03-31-2024 |
