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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | PRTFLO S&P500 GW | 351 | $54,863 | 750 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| AUTOMATIC DATA PROCESSING IN | COM | 352 | $53,422 | 214 | 0.00 | 0.00 | 1 | 0.47 | 03-31-2024 |
| ENTERPRISE FINL SVCS CORP | COM | 353 | $52,728 | 1,300 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | US HLTHCARE ETF | 354 | $52,615 | 850 | 0.00 | 0.00 | 480 | 129.73 | 03-31-2024 |
