Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WELCH GROUP LLC | 04-09-2024 | 03-31-2024 | 234 | 2,016,402,337 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | COMMON | 201 | $724,197 | 2,104 | 0.00 | 2,104 | +Inf | 03-31-2024 | |
| PACCAR INC | COMMON | 202 | $722,155 | 5,829 | 0.00 | 5,829 | +Inf | 03-31-2024 | |
| VANGUARD WHITEHALL FDS | COMMON | 203 | $717,229 | 5,928 | 0.00 | 5,928 | +Inf | 03-31-2024 | |
| INVESCO QQQ TR | Common | Liquidated | $0 | 0 | 0.00 | 0.00 | -389 | -16.52 | 03-31-2024 |
