Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| DISCIPLINED INVESTMENTS LLC | 04-15-2024 | 03-31-2024 | 117 | 183,311,994 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AT&T INC | COM | Liquidated | $0 | 0 | 0.00 | 11,035 | +Inf | 03-31-2024 | |
| GERDAU SA | SPON ADR REP PFD | Liquidated | $0 | 0 | 0.00 | 38,412 | +Inf | 12-31-2023 | |
| KAYNE ANDERSON ENERGY INFRST | COM | Liquidated | $0 | 0 | 0.00 | 12,537 | +Inf | 03-31-2024 |
