Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LANTZ FINANCIAL LLC | 04-10-2024 | 03-31-2024 | 206 | 310,731,394 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN ELEC PWR CO INC | COM | 201 | $310,649 | 3,608 | 0.00 | 0.00 | 106 | 3.03 | 03-31-2024 |
| TC ENERGY CORP | COM | 202 | $310,465 | 7,723 | 0.00 | 0.00 | 128 | 1.69 | 03-31-2024 |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 203 | $305,878 | 8,452 | 0.00 | 0.00 | -326 | -3.71 | 03-31-2024 |
| BROADCOM INC | COM | 204 | $300,906 | 227 | 0.00 | 0.00 | -11 | -4.62 | 03-31-2024 |
