Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
INTEGRATED INVESTMENT CONSULTANTS LLC | 04-18-2024 | 03-31-2024 | 283 | 363,397,547 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
FLOWSERVE CORP COM | Stock | 201 | $625,039 | 13,683 | 0.00 | 0.00 | -887 | -6.09 | 03-31-2024 |
WALMART INC COM | Stock | 202 | $621,282 | 10,325 | 0.00 | 0.00 | 7,396 | 252.51 | 03-31-2024 |
JOHNSON & JOHNSON COM | Stock | 203 | $615,487 | 3,891 | 0.00 | 0.00 | -599 | -13.34 | 03-31-2024 |
ISHARES RUSSELL 2000 ETF | ETF | 204 | $614,497 | 2,922 | 0.00 | 0.00 | -561 | -16.11 | 03-31-2024 |