Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RELYEA ZUCKERBERG HANSON LLC | 04-22-2024 | 03-31-2024 | 236 | 570,702,055 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PFIZER INC | COM | 201 | $309,198 | 11,142 | 0.00 | 0.00 | 547 | 5.16 | 03-31-2024 |
| ZOETIS INC | CL A | 202 | $308,949 | 1,826 | 0.00 | 0.00 | 302 | 19.82 | 03-31-2024 |
| BRISTOL-MYERS SQUIBB CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 604 | 11.16 | 03-31-2024 |
| LIVEONE INC | COM | 204 | $308,367 | 158,137 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
