Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BURNS J W & CO INC/NY | 04-17-2024 | 03-31-2024 | 188 | 718,389,997 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| OCCIDENTAL PETE CORP COM | Stock | 201 | $833,497 | 12,825 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SPDR S&P DIVIDEND ETF | ETF | 202 | $818,659 | 6,238 | 0.00 | 0.00 | -69 | -1.09 | 03-31-2024 |
| TRAVELERS COMPANIES INC COM | Stock | 203 | $817,457 | 3,552 | 0.00 | 0.00 | -20 | -0.56 | 03-31-2024 |
| ISHARES S&P 500 GROWTH ETF | ETF | 204 | $803,193 | 9,512 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
