Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BEDEL FINANCIAL CONSULTING INC | 02-08-2024 | 12-31-2023 | 246 | 545,676,593 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INNOVATOR ETFS TR | US EQTY BUFR JAN | 201 | $322,929 | 7,904 | 0.00 | 0.00 | -1,870 | -19.13 | 12-31-2023 |
| SALESFORCE INC | COM | 202 | $319,452 | 1,214 | 0.00 | 0.00 | -6 | -0.49 | 12-31-2023 |
| MORGAN STANLEY | COM NEW | 203 | $314,743 | 3,375 | 0.00 | 0.00 | 1 | 0.03 | 12-31-2023 |
| UNILEVER PLC | SPON ADR NEW | 204 | $314,635 | 6,490 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
