Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| NAPLES MONEY MANAGEMENT LLC | 04-29-2024 | 03-31-2024 | 398 | 100,337,613 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD FTSE EMERGING MARKETS ETF | ETF | 151 | $20,634 | 494 | 0.00 | 494 | +Inf | 03-31-2024 | |
| VEEVA SYS INC CL A COM | Stock | 152 | $20,620 | 89 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SPDR GOLD SHARES | ETF | 153 | $20,572 | 100 | 0.00 | 0.00 | -64 | -39.02 | 03-31-2024 |
| MCKESSON CORP COM | Stock | 154 | $20,400 | 38 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
