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 |
|---|---|---|---|---|---|---|---|---|---|
| STATE STR CORP | COMMON | 301 | $374,848 | 4,848 | 0.00 | 4,848 | +Inf | 03-31-2024 | |
| NORFOLK SOUTHN CORP | Common | Liquidated | $0 | 0 | 0.00 | 0.00 | 100 | 5.55 | 03-31-2024 |
| VANGUARD SPECIALIZED FUNDS | Common | Liquidated | $0 | 0 | 0.00 | 0.00 | 305 | 14.55 | 03-31-2024 |
| ISHARES TR | COMMON | 304 | $364,612 | 4,318 | 0.00 | 4,318 | +Inf | 03-31-2024 |
