Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PDS PLANNING INC | 05-01-2024 | 03-31-2024 | 397 | 951,776,763 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BANCO BILBAO VIZCAYA ARGENTA | SPONSORED ADR | 251 | $321,349 | 27,141 | 0.00 | 0.00 | 1,150 | 4.42 | 03-31-2024 |
| MARRIOTT INTL INC NEW | CL A | 252 | $321,191 | 1,273 | 0.00 | 0.00 | -34 | -2.60 | 03-31-2024 |
| CSX CORP | COM | 253 | $320,977 | 8,659 | 0.00 | 0.00 | -1,897 | -17.97 | 03-31-2024 |
| CONSTELLATION ENERGY CORP | COM | 254 | $318,681 | 1,724 | 0.00 | 1,724 | +Inf | 03-31-2024 |
