Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PDS PLANNING INC | 05-01-2024 | 03-31-2024 | 397 | 951,776,763 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SEMPRA | COM | 351 | $228,779 | 3,185 | 0.00 | 3,185 | +Inf | 03-31-2024 | |
| WABTEC | COM | 352 | $228,132 | 1,566 | 0.00 | 0.00 | -32 | -2.00 | 03-31-2024 |
| CONSOLIDATED EDISON INC | COM | 353 | $226,208 | 2,491 | 0.00 | 0.00 | 219 | 9.64 | 03-31-2024 |
| WILLIAMS COS INC | COM | 354 | $225,247 | 5,780 | 0.00 | 5,780 | +Inf | 03-31-2024 |
