Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FINANCIAL MANAGEMENT PROFESSIONALS INC | 04-16-2024 | 03-31-2024 | 1046 | 678,502,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Shell PLC F Unsponsored ADR | Stock | 251 | $255,000 | 3,805 | 0.04 | 0.05 | -573 | -13.09 | 03-31-2024 |
| Charles Schwab Corp | Stock | 252 | $249,000 | 3,446 | 0.04 | 0.03 | 585 | 20.45 | 03-31-2024 |
| Analog Devices Inc | Stock | 253 | $248,000 | 1,254 | 0.04 | 0.01 | 976 | 351.08 | 03-31-2024 |
| CIGNA Corp | Stock | 254 | $243,000 | 669 | 0.04 | 0.03 | 1 | 0.15 | 03-31-2024 |
