Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BENEDETTI & GUCER INC | 02-12-2024 | 12-31-2023 | 142 | 190,835,095 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AFLAC INCORPORATED | COM | 201 | $598,703 | 7,257 | 0.00 | 0.26 | 0 | 0.00 | 12-31-2023 |
| DUKE ENERGY CORPORATION NEW COM NEW | COM | 202 | $597,281 | 6,155 | 0.00 | 6,155 | +Inf | 12-31-2023 | |
| SUMMIT ST BK SANTA ROSA CALIF | COM | 203 | $595,493 | 48,414 | 0.00 | 48,414 | +Inf | 12-31-2023 | |
| CONAGRA BRANDS INCORPORATED | COM | 204 | $586,068 | 20,449 | 0.00 | 20,449 | +Inf | 12-31-2023 |
