Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RICHARD W PAUL & ASSOCIATES LLC | 05-14-2024 | 03-31-2024 | 512 | 250,531,483 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ABACUS LIFE INC | CL A | 151 | $353,793 | 29,047 | 0.00 | 29,047 | +Inf | 03-31-2024 | |
| KROGER CO | COM | 152 | $353,607 | 6,190 | 0.00 | 0.00 | -209 | -3.27 | 03-31-2024 |
| SPDR SER TR | PRTFLO S&P500 VL | 153 | $353,539 | 7,057 | 0.00 | 0.00 | -987 | -12.27 | 03-31-2024 |
| KIMBERLY-CLARK CORP | COM | 154 | $351,040 | 2,714 | 0.00 | 0.00 | -107 | -3.79 | 03-31-2024 |
