Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BURNS J W & CO INC/NY | 04-17-2024 | 03-31-2024 | 188 | 718,389,997 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NORDSON CORP COM | Stock | 251 | $549,080 | 2,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| S&P HEALTHCARE SECTOR ETF | ETF | 252 | $529,688 | 3,586 | 0.00 | 0.00 | 823 | 29.79 | 03-31-2024 |
| QUALCOMM INC COM | Stock | 253 | $517,115 | 3,054 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| COLGATE PALMOLIVE CO COM | Stock | 254 | $497,436 | 5,524 | 0.00 | 0.00 | -10 | -0.18 | 03-31-2024 |
