Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HAZLETT BURT & WATSON INC | 04-29-2024 | 03-31-2024 | 6701 | 166,849,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SNAP ON INC | COM | 201 | $148,000 | 500 | 0.09 | 0.10 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | RUSSELL 2000 ETF | 202 | $147,000 | 695 | 0.09 | 0.05 | 318 | 84.35 | 03-31-2024 |
| SERVICENOW INC | COM | 203 | $147,000 | 194 | 0.09 | 0.07 | 49 | 33.79 | 03-31-2024 |
| ISHARES TR | 20 YR TR BD ETF | 204 | $147,000 | 1,578 | 0.09 | 0.11 | 1 | 0.06 | 03-31-2024 |
