Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MOSELEY INVESTMENT MANAGEMENT INC | 04-04-2024 | 03-31-2024 | 148 | 201,388,267 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ILLINOIS TOOL WKS INC | COM | 151 | $293,511 | 1,094 | 0.00 | 0.00 | -5 | -0.45 | 03-31-2024 |
| TENET HEALTHCARE CORP | COM NEW | 152 | $287,055 | 2,731 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| CLOUDFLARE INC | CL A COM | 153 | $272,673 | 2,816 | 0.00 | 0.00 | -100 | -3.43 | 03-31-2024 |
| ALPS ETF TR | ALERIAN MLP | 154 | $272,311 | 5,738 | 0.00 | 5,738 | +Inf | 03-31-2024 |
