Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HENNION & WALSH ASSET MANAGEMENT INC | 03-29-2024 | 03-31-2024 | 840 | 1,870,499,468 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DEERE & CO | COM | 201 | $3,128,607 | 7,617 | 0.00 | 0.00 | 147 | 1.97 | 03-31-2024 |
| MORGAN STANLEY | COM NEW | 202 | $3,120,557 | 33,141 | 0.00 | 0.00 | -6,679 | -16.77 | 03-31-2024 |
| INTUITIVE SURGICAL INC | COM NEW | 203 | $3,106,916 | 7,785 | 0.00 | 0.00 | 617 | 8.61 | 03-31-2024 |
| EATON VANCE MUNI INCOME TRUS | SH BEN INT | 204 | $3,095,572 | 302,007 | 0.00 | 0.00 | -77,305 | -20.38 | 03-31-2024 |
