Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
PROFFITT & GOODSON INC 04-24-2024 03-31-2024 228 563,149,439
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ELEVANCE HEALTH INC COM 251 $21,261 41 0.00 0.00 -5 -10.87 03-31-2024
AT&T INC COM 252 $17,776 1,010 0.00 0.00 0 0.00 03-31-2024
ISHARES TR ESG AWR US AGRGT 253 $17,083 363 0.00 0.00 52 16.72 03-31-2024
NEXTERA ENERGY INC COM 254 $14,380 225 0.00 0.00 0 0.00 03-31-2024
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