Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEST FAMILY INVESTMENTS INC | 02-05-2024 | 12-31-2023 | 236 | 295,258,670 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AON PLC | SHS CL A | 201 | $400,153 | 1,375 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| DISNEY WALT CO | COM | 202 | $398,450 | 4,413 | 0.00 | 0.00 | 34 | 0.78 | 12-31-2023 |
| DOMINION ENERGY INC | COM | 203 | $397,385 | 8,455 | 0.00 | 0.00 | 169 | 2.04 | 12-31-2023 |
| NEXTERA ENERGY INC | COM | 204 | $393,292 | 6,475 | 0.00 | 6,475 | +Inf | 12-31-2023 |
