Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
MUTUAL ADVISORS LLC | 05-02-2024 | 03-31-2024 | 1085 | 3,118,083,987 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
NUCOR CORP | COM | 251 | $2,591,667 | 13,096 | 0.00 | 0.00 | 1,102 | 9.19 | 03-31-2024 |
US BANCORP DEL | COM NEW | 252 | $2,585,493 | 57,841 | 0.00 | 0.00 | -1,536 | -2.59 | 03-31-2024 |
ISHARES TR | HDG MSCI EAFE | 253 | $2,571,054 | 73,711 | 0.00 | 0.00 | 61,482 | 502.76 | 03-31-2024 |
ENERGY TRANSFER L P | COM UT LTD PTN | 254 | $2,533,724 | 161,076 | 0.00 | 0.00 | 14,133 | 9.62 | 03-31-2024 |