Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LEJEUNE PUETZ INVESTMENT COUNSEL LLC | 05-01-2023 | 03-31-2023 | 196 | 279,208,235 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MARRIOTT INTL INC CLASS A | Equity | 151 | $265,664 | 1,600 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
| OCCIDENTAL PETROLEUM | Equity | 152 | $262,206 | 4,200 | 0.00 | 4,200 | +Inf | 03-31-2023 | |
| AMERIPRISE FINANCIAL | Equity | 153 | $262,058 | 855 | 0.00 | 0.00 | 5 | 0.59 | 03-31-2023 |
| PRINCIPAL FINL | Equity | 154 | $260,120 | 3,500 | 0.00 | 0.00 | -425 | -10.83 | 03-31-2023 |
