Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WELCH GROUP LLC | 04-09-2024 | 03-31-2024 | 234 | 2,016,402,337 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CONOCOPHILLIPS | COMMON | 151 | $1,265,800 | 9,945 | 0.00 | 9,945 | +Inf | 03-31-2024 | |
| WASTE MGMT INC DEL | COMMON | 152 | $1,242,026 | 5,827 | 0.00 | 5,827 | +Inf | 03-31-2024 | |
| NORTHROP GRUMMAN CORP | Common | Liquidated | $0 | 0 | 0.00 | 0.00 | 11 | 0.40 | 03-31-2024 |
| SPDR GOLD TR | COMMON | 154 | $1,222,389 | 5,942 | 0.00 | 5,942 | +Inf | 03-31-2024 |
