Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BRUCE G ALLEN INVESTMENTS LLC | 04-10-2024 | 03-31-2024 | 961 | 121,617,858 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | Stock | 351 | $25,403 | 273 | 0.00 | 273 | +Inf | 03-31-2024 | |
| BANK MONTREAL QUE COM | Stock | 352 | $25,299 | 259 | 0.00 | 259 | +Inf | 03-31-2024 | |
| UNITED RENTALS INC COM | Stock | 353 | $25,239 | 35 | 0.00 | 35 | +Inf | 03-31-2024 | |
| ROCKWELL AUTOMATION INC COM | Stock | 354 | $24,180 | 83 | 0.00 | 83 | +Inf | 03-31-2024 |
