Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PDS PLANNING INC | 05-01-2024 | 03-31-2024 | 397 | 951,776,763 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INTUITIVE SURGICAL INC | COM NEW | 151 | $553,538 | 1,387 | 0.00 | 0.00 | 44 | 3.28 | 03-31-2024 |
| MARATHON PETE CORP | COM | 152 | $551,506 | 2,737 | 0.00 | 0.00 | 97 | 3.67 | 03-31-2024 |
| SCHWAB CHARLES CORP | COM | 153 | $549,127 | 7,591 | 0.00 | 0.00 | 338 | 4.66 | 03-31-2024 |
| PROGRESSIVE CORP | COM | 154 | $545,591 | 2,638 | 0.00 | 0.00 | 149 | 5.99 | 03-31-2024 |
