Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RICHARD W PAUL & ASSOCIATES LLC | 05-14-2024 | 03-31-2024 | 512 | 250,531,483 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| KENVUE INC | COM | 351 | $11,374 | 530 | 0.00 | 0.00 | 111 | 26.49 | 03-31-2024 |
| XCEL ENERGY INC | COM | 352 | $11,288 | 210 | 0.00 | 0.00 | -4 | -1.87 | 03-31-2024 |
| GLOBAL X FDS | LITHIUM BTRY ETF | 353 | $10,751 | 237 | 0.00 | 0.00 | -61 | -20.47 | 03-31-2024 |
| CONAGRA BRANDS INC | COM | 354 | $10,730 | 362 | 0.00 | 0.00 | 74 | 25.69 | 03-31-2024 |
