Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BRUCE G ALLEN INVESTMENTS LLC | 04-10-2024 | 03-31-2024 | 961 | 121,617,858 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| EQUINIX INC COM | REIT | 201 | $64,376 | 78 | 0.00 | 78 | +Inf | 03-31-2024 | |
| ASML HOLDING N V N Y REGISTRY SHS | ADR | 202 | $64,051 | 66 | 0.00 | 66 | +Inf | 03-31-2024 | |
| VANGUARD S&P MID-CAP 400 VALUE ETF | ETF | 203 | $63,106 | 695 | 0.00 | 695 | +Inf | 03-31-2024 | |
| ALEXANDRIA REAL ESTATE EQ INC COM | REIT | 204 | $62,521 | 485 | 0.00 | 485 | +Inf | 03-31-2024 |
