Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HAZLETT BURT & WATSON INC | 04-29-2024 | 03-31-2024 | 6701 | 166,849,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CENCORA INC | COM | 301 | $68,000 | 279 | 0.04 | 0.05 | -105 | -27.34 | 03-31-2024 |
| PROSHARES TR | ULTRAPRO QQQ | 302 | $67,000 | 1,090 | 0.04 | 0.03 | 89 | 8.89 | 03-31-2024 |
| SHELL PLC | SPON ADS | 303 | $66,000 | 1,001 | 0.04 | 0.04 | 5 | 0.50 | 03-31-2024 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 304 | $66,000 | 757 | 0.04 | 0.02 | 384 | 102.95 | 03-31-2024 |
