Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LATITUDE ADVISORS LLC | 04-25-2024 | 03-31-2024 | 182 | 159,936,474 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ABBVIE INC | COM | 151 | $466,881 | 2,564 | 0.00 | 0.00 | -551 | -17.69 | 03-31-2024 |
| PFIZER INC | COM | 152 | $456,405 | 16,447 | 0.00 | 0.00 | -4,022 | -19.65 | 03-31-2024 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 153 | $446,774 | 6,151 | 0.00 | 0.00 | -409 | -6.23 | 03-31-2024 |
| DANAHER CORPORATION | COM | 154 | $445,261 | 1,783 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
