Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
WHITENER CAPITAL MANAGEMENT INC | 01-10-2024 | 12-31-2023 | 154 | 276,371,192 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
TESLA INC | COM | 201 | $260,407 | 1,048 | 0.00 | 0.00 | 220 | 26.57 | 12-31-2023 |
INVESCO EXCH TRD SLF IDX FD | BULSHS 2023 CB | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
INTERCONTINENTAL EXCHANGE IN | COM | 203 | $250,439 | 1,950 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
FLAHERTY & CRUMRINE PFD SECS | COM | 204 | $242,972 | 17,480 | 0.00 | 0.00 | 6,240 | 55.52 | 12-31-2023 |