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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | U.S. REAL ES ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| METTLER TOLEDO INTERNATIONAL | COM | 352 | $221,972 | 183 | 0.00 | 0.00 | -50 | -21.46 | 12-31-2023 |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 353 | $221,726 | 437 | 0.00 | 437 | +Inf | 12-31-2023 | |
| TC ENERGY CORP | COM | 354 | $221,054 | 5,655 | 0.00 | 0.00 | -1,140 | -16.78 | 12-31-2023 |
