Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| DUNCKER STREETT & CO INC | 04-22-2024 | 03-31-2024 | 477 | 506,513,947 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PROLOGIS INC. | COM | 301 | $92,717 | 712 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | 302 | $91,106 | 2,545 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| POOL CORP | COM | 303 | $88,367 | 219 | 0.00 | 0.00 | 23 | 11.73 | 03-31-2024 |
| PRINCIPAL FINANCIAL GROUP IN | COM | 304 | $87,173 | 1,010 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
