Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| DIXON MITCHELL INVESTMENT COUNSEL INC | 04-18-2024 | 03-31-2024 | 184 | 2,008,241,929 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Chevron Corp | COM | Liquidated | $55,367 | 351 | 0.00 | 0.00 | 351 | +Inf | 03-31-2024 |
| Fortive Corp | COM | Liquidated | $54,881 | 638 | 0.00 | 0.00 | 638 | +Inf | 03-31-2024 |
| Vanguard Short-Term Bond ETF | ETF | 203 | $54,206 | 707 | 0.00 | 707 | +Inf | 03-31-2024 | |
| Merck & Co Inc | COM | Liquidated | $53,088 | 400 | 0.00 | 0.00 | 400 | +Inf | 03-31-2024 |
