Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| VOISARD ASSET MANAGEMENT GROUP INC | 04-16-2024 | 03-31-2024 | 359 | 177,660,716 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SUNCOR ENERGY INC NEW | COM | 201 | $22,959 | 622 | 0.00 | 0.00 | -1,957 | -75.88 | 03-31-2024 |
| PRUDENTIAL FINL INC | COM | 202 | $21,837 | 186 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 203 | $21,790 | 682 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| EOG RES INC | COM | 204 | $21,733 | 170 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
