Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
ESTATE COUNSELORS LLC 01-23-2024 12-31-2023 118 809,830,892
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ALBEMARLE CORP COM Liquidated $0 0 0.00 0.00 0 0.00 12-31-2023
DEVON ENERGY CORP NEW COM 202 $1,053,542 23,257 0.00 0.00 299 1.30 12-31-2023
PRINCIPAL FINANCIAL GROUP IN COM Liquidated $0 0 0.00 0.00 0 0.00 12-31-2023
MODERNA INC COM Liquidated $0 0 0.00 0.00 0 0.00 12-31-2023
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