Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BLUE CHIP PARTNERS LLC | 04-25-2024 | 03-31-2024 | 187 | 1,029,844,351 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PFIZER INC | COM | 201 | $171,091 | 6,165 | 0.00 | 0.00 | -339 | -5.21 | 03-31-2024 |
| VANECK ETF TRUST | HIGH YLD MUNIETF | 202 | $170,679 | 3,266 | 0.00 | 0.00 | -264 | -7.48 | 03-31-2024 |
| FIFTH THIRD BANCORP | COM | 203 | $169,538 | 4,556 | 0.00 | 0.00 | -113 | -2.42 | 03-31-2024 |
| ISHARES TR | CORE S&P500 ETF | 204 | $169,213 | 322 | 0.00 | 0.00 | 1 | 0.31 | 03-31-2024 |
