Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BEDEL FINANCIAL CONSULTING INC | 02-08-2024 | 12-31-2023 | 246 | 545,676,593 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NUVEEN QUALITY MUNCP INCOME | COM | 301 | $170,548 | 14,895 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| NUVEEN MUNICIPAL CREDIT INC | COM SH BEN INT | 302 | $139,511 | 11,803 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
