Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| NAPLES GLOBAL ADVISORS LLC | 04-29-2024 | 03-31-2024 | 408 | 976,911,542 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| TESLA INC | COM | 251 | $846,429 | 4,815 | 0.00 | 0.00 | 1,222 | 34.01 | 03-31-2024 |
| ENBRIDGE INC | COM | 252 | $831,670 | 22,987 | 0.00 | 0.00 | 723 | 3.25 | 03-31-2024 |
| GEN DIGITAL INC | COM | 253 | $817,578 | 36,499 | 0.00 | 0.00 | -1,825 | -4.76 | 03-31-2024 |
| ISHARES TR | ISHS 1-5YR INVS | 254 | $812,840 | 15,851 | 0.00 | 0.00 | -4,160 | -20.79 | 03-31-2024 |
