Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
VAN HULZEN ASSET MANAGEMENT LLC | 05-06-2024 | 03-31-2024 | 320 | 1,514,762,000 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
ETSY INC | COM | 151 | $1,869,000 | 27,193 | 0.12 | 0.13 | 4,264 | 18.60 | 03-31-2024 |
INTERCONTINENTAL EXCHANGE IN | COM | 152 | $1,865,000 | 13,572 | 0.12 | 0.12 | 0 | 0.00 | 03-31-2024 |
WILLIAMS COS INC | COM | 153 | $1,848,000 | 47,409 | 0.12 | 0.12 | 0 | 0.00 | 03-31-2024 |
SHOCKWAVE MED INC | COM | 154 | $1,813,000 | 5,567 | 0.12 | 0.07 | 96 | 1.75 | 03-31-2024 |