Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WELCH GROUP LLC | 04-09-2024 | 03-31-2024 | 234 | 2,016,402,337 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| REAVES UTIL INCOME FD | Common | Liquidated | $0 | 0 | 0.00 | 0.00 | 359 | 1.83 | 03-31-2024 |
| KRAFT HEINZ CO | Common | Liquidated | $0 | 0 | 0.00 | 0.00 | 38 | 0.26 | 03-31-2024 |
| GENERAL DYNAMICS CORP | COMMON | 253 | $483,058 | 1,710 | 0.00 | 1,710 | +Inf | 03-31-2024 | |
| NORFOLK SOUTHN CORP | COMMON | 254 | $481,746 | 1,890 | 0.00 | 1,890 | +Inf | 03-31-2024 |
