Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| NAPLES MONEY MANAGEMENT LLC | 04-29-2024 | 03-31-2024 | 398 | 100,337,613 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SOVOS BRANDS INC COM | Stock | Liquidated | $0 | 0 | 0.00 | 550 | +Inf | 03-31-2024 | |
| CAPSTAR FINL HLDGS INC COM | Stock | 202 | $12,060 | 600 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| MANULIFE FINL CORP COM | Stock | 203 | $11,995 | 480 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| LOWES COS INC COM | Stock | 204 | $11,972 | 47 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
