Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TEAM HEWINS LLC | 05-03-2024 | 03-31-2024 | 369 | 727,763,025 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PARKER-HANNIFIN CORP | COM | 151 | $582,468 | 1,048 | 0.00 | 0.00 | 27 | 2.64 | 03-31-2024 |
| BOEING CO | COM | 152 | $570,672 | 2,957 | 0.00 | 0.00 | -178 | -5.68 | 03-31-2024 |
| GENERAL ELECTRIC CO | COM NEW | 153 | $570,649 | 3,251 | 0.00 | 0.00 | 185 | 6.03 | 03-31-2024 |
| 3M CO | COM | 154 | $566,202 | 5,338 | 0.00 | 0.00 | 60 | 1.14 | 03-31-2024 |
