Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| J W COONS ADVISORS LLC | 02-12-2024 | 12-31-2023 | 241 | 369,631,546 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SHELL PLC | SPON ADS | 301 | $274,032 | 4,165 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| WABTEC | COM | 302 | $270,551 | 2,132 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| OXFORD INDS INC | COM | 303 | $270,000 | 2,700 | 0.00 | 0.00 | -730 | -21.28 | 12-31-2023 |
| ADVANCED MICRO DEVICES INC | COM | 304 | $269,319 | 1,827 | 0.00 | 0.00 | -200 | -9.87 | 12-31-2023 |
